Skip to content

Document Search Settings

Configure Document Search’s upload management, AI model selection, workflow automation, and integrations to ensure accurate retrieval and a smooth user experience.

My Documents

Manage all your uploaded files:

  1. Document List

    • Status: Processing / Completed / Error
    • Source: Google Drive, OneDrive, Slack, Monday.com
    • Actions: Download / Delete

  2. Bulk Actions

    • Select multiple files → Delete

  3. Upload Options

    • Upload Folder
    • Upload Documents
My Documents UI

List of uploaded documents

LLM Manager

Configure which AI models power your document queries.

  • View Connected Models

    • Name
    • Model Type (OpenAI, Cohere, Groq, Mistral, Interplay, OpenAI Style)
    • Creativity (0–1)
    • Custom Instructions

  • Add a New Model

    1. Click New LLM
    2. Choose Provider
    3. Paste API Key
    4. Click Fetch Models
    5. (Optional) Adjust Creativity & Instructions
    6. Click Connect

Card Manager

Create and manage workflow cards for document-driven tasks.

Viewing Cards

  • Search Cards: Find cards by name or keyword
  • Card List: Shows each card’s Title, Description, Category, and Actions
Cards UI

List of workflow cards

Create a New Card

  1. Click New Card
  2. Enter Title, Description, and Category
  3. Define Steps (e.g., User Input → Vector DB Search)
  4. Add Tools as needed (e.g., web search, file loader)
  5. Click Save
Create Card UI

Workflow card creation form

  • Integrations

    Connect external services to pull in documents automatically.

    Available: Google Drive, OneDrive, Slack, Monday.com
    Coming Soon: Jira, QuickBooks, DocuSign

    Integrations UI

    Integration connections

  • IBM Watsonx Authentication

    Enable advanced processing via Watsonx.

    1. Select IBM Cloud
    2. Enter Project ID
    3. Provide API Endpoint & API Key
    4. Set IAM URL & Service URL

    Show/Hide Watsonx Auth UI

    Watsonx authentication form

Summary

  • My Documents: Manage your files
  • LLM Manager: Choose and configure AI models
  • Card Manager: Automate document workflows
  • Integrations: Connect external storage and services
  • IBM Watsonx: Activate advanced AI processing

Next: Using Document Search