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Document Library

The Document Library is your central hub for managing documents, enabling team collaboration, and organizing content for your AI agents.

Overview​

The Document Library provides a comprehensive file management system where you can organize, share, and manage documents that agents can draw on via RAG.

Document Library Interface

File organization​

The Document Library uses a folder-based organization system:

  • My Folders: Your personal document collection, organized in folders you create
  • Organization Folders: Shared folders accessible across your entire organization
  • Shared with me: Documents and folders that others have shared with you

Connecting documents to agents (RAG)​

To learn how to turn documents into a knowledge base for your agents using Retrieval Augmented Generation — including syncing entire folders automatically — see RAG setup.

Adding documents​

Upload from your computer​

  1. Click the "+ Upload to My Folders" button
  2. Select files from your computer
  3. Files are automatically added to your personal folders

Add from Google Drive​

  1. Click the "Add from Google Drive" button
  2. Authenticate with your Google account
  3. Select documents from your Google Drive
  4. Documents are imported into your Document Library

Sharing and collaboration​

Ordify is designed for team interaction with AI, where inputs and outputs can be shared across your organization.

Sharing folders​

  • Organization Folders: Create folders that are automatically accessible to all organization members
  • Team Collaboration: Multiple team members can access and contribute to shared folders
  • Centralized Knowledge: Build a shared knowledge base that all team members and agents can access

Sharing files​

  • Individual Files: Share specific documents with team members
  • Bulk Sharing: Share entire folders with your organization
  • Access Control: Control who can view, edit, or manage shared documents

Team AI interaction​

  • Shared Context: When team members use AI agents, they can leverage the same shared documents
  • Consistent Knowledge: All agents across your organization can access the same organizational knowledge
  • Collaborative Inputs: Team members can contribute documents that enhance everyone's AI interactions
  • Shared Outputs: AI-generated content can be saved back to shared folders for team access

Best practices​

  1. Organize by purpose: Create folders for different departments, projects, or knowledge areas
  2. Use Organization Folders: Leverage organization-level folders for company-wide knowledge
  3. Share strategically: Share documents with team members who need access, maintaining appropriate access controls