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 --- ## 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. --- ## Managing Documents Your files are accessible under **Your Documents** where you can: - Edit document titles - Update tags - Change folder assignments - Delete documents --- ## 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