Document Manager

The Document Manager application provides a centralized interface for managing document collections (corpora) used in analytics and AI model training. With Document Manager, authorized users can view, rename, and delete collections, ensuring that only relevant and up-to-date documents are available for analytics processing.

Only users with an IA Advance Premium or IA Advance license can access the application. To access the application, enable the permission under Permissions.

Key Features

• Centralized Management: View all document collections for your tenant in one place.

• Flexible Views: Switch between grid and card views to browse collections.

• Bulk Actions: Select multiple collections for bulk deletion.

• Filtering and Sorting: Filter by creation or modification date (last 30 days). Collections are sorted by creation date (newest first).

• Supported Formats: Manage documents in .txt, .docx, .pdf, .csv, and .json formats.

• Status Indicators: Each collection displays its current status (Active, Success, Error, Expired).

• Simultaneous Access: Multiple users can access and manage the same document at the same time.

Supported Languages

Languages
Canadian French (Français canadien) Chinese Simplified (简体中文) Chinese Traditional (繁體中文 ) Dutch (Nederlands) US English (English)	Japanese (日本語) Korean (한국어) Brazilian Portuguese (Português Brasileiro) Spanish (Español) French (Français) German (Deutsch)

Key Actions Available

• View Collections

• See key details such as collection name, type, status, creator, creation/modification dates, and total interactions.

• Browse all document collections (corpora) available to your tenant in grid or card view.

• Search and Filter

• Use the search bar to find collections by name or other attributes.

• Add filter criteria for columns such as Created By, Status, or Date (last 30 days).

• Select Collections

  • Select one or multiple collections using checkboxes for individual or bulk actions.

• Rename Collection

• Rename any collection you have access to.

• Initiate rename from the context menu; confirm the new name in the popup dialog.

• Delete Collection(s)

• Delete a single collection using the context menu.

• All deletions require confirmation and are audited.

• Delete multiple collections at once by selecting them and using the bulk delete option.

• Switch Views

  • Toggle between grid and card views for easier browsing.

• Access Collection Details

• View status indicators (Active, Success, Error, Expired) for each collection.

• See who created or last modified each collection and when.

Viewing Document Collections

This Available Collections grid lists all available document collections configured for your tenant. The header displays the total number of collections available. To switch between Grid View and Card View, use the view toggle icons at the top of the page.

Each collection displays key information, including:

Column Name	Description
Collection Name	The unique name assigned to the document collection. This helps users identify and search for specific collections.
Total Interactions	The number of individual documents, transcripts, or records included in the collection.
Created By	The name or user ID of the person who originally created the collection.
Creation Date	The date and time when the collection was first created.
Modified By	The name or user ID of the person who last modified the collection (for example, by renaming it).
Last Modified Date	The date and time when the collection was last updated or changed.
Status (Active, Success, Error, Expired)	The current state of the collection. Possible values: Active: The collection is available for use. Success: The collection was processed or uploaded successfully. Error: The collection failed to process or upload. Expired: The collection is no longer valid or has passed its expiration date. Expired collections remain visible until deleted by a user.

Filtering and Searching Collections

1. Use the Search Bar at the top to find collections by name or other criteria.

2. Click Add Criteria to filter collections by any available column (e.g., Created By, Status, Date).

3. To filter by date, select the desired date range (up to the last 30 days).

Filtering and Searching Collections

1. To select a single collection, click the checkbox next to its name.

2. To select multiple collections for bulk actions, check the boxes for each desired collection.

3. To select all collections on the current page, use the checkbox in the column header.

Renaming a Collection

1. Hover over the collection you want to rename.

2. Click the three-dot context menu (⋮) next to the collection.

3. Select Rename.

4. In the popup window, enter the new name for the collection.

5. Click Save to confirm. The collection name will update immediately.

6. Deleting Collections

Deleting a Single Collection

1. Hover over the collection you want to delete.

2. Click the three-dot context menu (⋮).

3. Select Delete.

4. In the confirmation popup, review the message and click Delete to confirm.

5. Deleted collections are removed from the Document Manager and cannot be recovered.

Deleting Multiple Collections

1. Select the collections you want to delete using the checkboxes.

2. Click the three-dot context menu at the top of the grid.

3. Select Delete.

4. In the confirmation popup, review the message and click Delete to confirm.

Understanding Collection Status

• Active: The collection is available for use.

• Success: The collection was processed or uploaded successfully.

• Error: The collection failed to process or upload.

• Expired: The collection is no longer valid or has passed its expiration date. Expired collections remain visible until deleted by a user.