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Uploading Unstructured Documents via the Document Store

A Document Store is used to upload and manage unstructured files, such as PDFs, Word documents, or text files. These files can then be processed and made searchable by assistants.

A Document Store holds the original documents. When paired with a Document-based Knowledge Store, the contents of those documents are processed and added to the Knowledge Store so assistants can search and reference them. Assistants retrieve information from the Knowledge Store, not directly from the Document Store.

After creating a Document Store and uploading documents, you configure how those documents are processed and included in a Knowledge Store by creating a Narrative, described in the next chapter.

Creating a Document Store

  1. Click the Document Store icon in the application menu.

  2. Click + New Store.

  3. Provide the following information:

    Store name

    Required— Unique identifier of the document store.

    Storage capacity limit

    Required— Defines the maximum storage capacity for this Document Store. The system warns you if the limit is exceeded.

    Description

    Optional— A description for the document store.

  4. Click Create Store.

Adding Documents to Your Document Store

Once you have created your document store, it’s time to upload documents. To do so:

  1. Click the Document Store icon in the application menu.

  2. Click a store name from the Document Stores list.

  3. Click the name of the folder you would like to upload documents to.

  4. Either drag and drop your documents into the document list, or click Upload to open a file explorer where you can select your documents.

  5. Your documents appear in the document list.

Configuring Document Store Synchronization

Once you’ve created your store, you may wish to create a synchronization configuration for the document store.

  1. Click the Document Store icon in the application menu.

  2. Click a store name from the Document Stores list.

  3. Click Configure.

  4. Click Sync Configurations.

  5. Click + Add Sync.

  6. Provide the following information:

    Document Source

    Required— Select the configured document data source (such as S3 or SFTP) from which files will be synchronized.

    File Mask

    Required— Enter one or more file masks (for example, *.pdf;*.docx). Only files matching these patterns will be synchronized.

    Recursive

    Optional— Checking this box will include all subfolders under the selected source path during synchronization.

    Target Folder

    Required— Select the User Folder within the Document Store where synchronized files will be saved.

    Source Synchronization Path

    Required— The folder in the source system from which files will be synchronized.

    Tags

    Optional— Select tags to apply automatically to every file imported through this synchronization configuration. Find out more about tags in Configuring Document Tags.

Document Tags

Document tags help you organize and filter documents in a Document Store. You can use tags to find documents quickly and to automatically label documents that are added through synchronization configurations.

Data Studio supports the following tag types:

  • File type tags (system-provided)—Tags such as pdf or docx that are applied automatically based on the document format. These tags cannot be renamed or deleted.

  • User tags—Tags you create to categorize documents by purpose or content (for example, contracts, sec-filings, or research). User tags can be applied manually or automatically during document synchronization.

Configuring Document Tags

To create or manage document tags:

  1. Click the Management icon in the application menu.

  2. Under General, click Tags.

  3. To create a new user tag, click + New Tag.

  4. Enter a Name and, optionally, a Description.

  5. Click Save.

After creating user tags, you can apply them to documents in a Document Store or select them when defining a synchronization configuration so that imported documents are tagged automatically.

Editing an Existing Document Store

  1. Click the Document Store icon in the application menu.

  2. Click a store name from the Document Stores list.

  3. Click Configure.

  4. Modify any of the fields.

  5. Click Save Settings.

Deleting a Document Store

  1. Click the Document Store icon in the application menu.

  2. Click a store name from the Document Stores list.

  3. Click Configure.

  4. Click Delete Document Store. A confirmation modal appears.

  5. Type the confirmation text in the text box.

  6. Click Delete Document Store. Your document store has been deleted.

Deleting a document store is a permanent action and cannot be reversed. Deleting a document store results in all of the documents in the document store being deleted as well as any synchronization configurations.

Adding Data to Your Knowledge Store via NarrativesNext section
Previous sectionCreating and Managing Knowledge Stores
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