Upload a Document
Learn how to upload documents to Solyo and organize them with folders and tags.
S
Solyo Team
5 min read
# Upload a Document
The Upload feature in Solyo allows you to upload documents, assign context through folders and tags, and store files for future interactions and automation tasks.
## Prerequisites
- An active Solyo account
- Access to the Upload section in your dashboard
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## Upload Process
### Step 1: Access Upload Interface
Log into Solyo and navigate to the **Upload** section. You can choose between uploading a new file or viewing existing documents.
### Step 2: Select File
Click on **Select File** to browse and choose the file you want to upload. Provide a document title for easy identification.
### Step 3: Organize with Folders and Tags
#### Folders
Categorize your files into folders for better organization:
- School
- Documentation
- Legal
- Human Resources
You can create new folders using the edit icon.
#### Tags
Apply contextual labels for retrieval efficiency. The interface includes a filter search function for discovering existing tags.
### Step 4: Upload
Once you've configured the appropriate context, click **Upload** to initiate the process. Your document will then be available for querying and automation.
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## Managing Documents
Your files are accessible under **Your Documents** where you can:
- Edit document titles
- Update tags
- Change folder assignments
- Delete documents
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## Key Advantages
- **Streamlined file organization**: Keep all your documents in one place
- **Contextual accuracy**: Better document retrieval through proper tagging
- **Workflow integration**: Use documents in automated workflows