Search for Documents with AI Assistant

Overview

Ask the AI Assistant to find PDFs or Office documents by asking questions like 'What documents do I have related to price negotiations?'. You get a list of relevant documents and can view them or attach one of them for follow-up questions like in Get Document Insights with AI Assistant.

Access & Permissions

What You Can Do

Search for documents stored in your project's Documents section by topic, author, date, or any combination.

The assistant returns up to 10 matching documents per search. For more specific results, refine your query with additional details.

What the assistant understands

• Topics - describe what the document is about (e.g., fire safety, cable management, structural analysis)
• Author - who uploaded or created the document, or say "me"
• Dates - when the document was created or last updated

Examples

How to access the AI Assistant

To open the AI Assistant:

Search for Documents

To search for PDF or Office documents by asking the AI Assistant questions:

1. Click in the input field and type your question.
2. Click Send
   

   

3. View the list of results for the found documents.
   

   

View Documents

To view a document from the list of results:

1. Click on the document
   

   

Attach a Document for Follow-Up Questions

To attach a document in the chat for follow-up questions about the content of that document:

1. Hover over the document
2. Click the Attach icon
   

   

3. See the attached document
4. Ask your follow-up question
   

   

You can attach up to 10 documents to a chat.

To remove an attached document from the chat:

1. Click the X button