Finding, renaming and deleting documents

1. In the menu on the left, click Knowledge Base. The Knowledge Base tab lists your clinic’s documents, 10 per page.
2. To find a document by its title, type a word from the title in the Search... box.
3. To see only one kind of file, click Document Type and choose Document (Word files), Text or Markdown.
4. To change the order, open the menu on the right that shows Newest first. You can also choose Oldest first, Title A-Z or Title Z-A.
5. If you have more than 10 documents, use the arrows at the bottom of the list to see the next page.

Each row shows the document’s Title, its Type (docx, txt or md), its Size and the date it was added, under Created At.

Don’t rely on the Assignment column or the Filter by Agent filter. They don’t show whether your AI agent uses a document: a document can show N/A there and still be used. To know which documents your AI agent uses, ask your clinic manager.

The list doesn’t show whether a document is ready. A document is ready if it showed Complete when you added it and no yellow message appeared. If you’re not sure, ask your manager: only ready documents can be linked to your AI agent.

Click the three dots (⋮) at the end of the document’s row. A menu opens:

• Preview: shows the start of the document’s text. If you see no text there, your AI agent can’t read the document either.
• Download: saves a copy of the file on your computer.
• Copy ID: copies the document’s code. You only need it if support asks for it.

1. Click the three dots (⋮) on the document’s row, then Edit.
2. In the Edit Document Title window, type the new name under Title.
3. Click Save Changes.

Edit changes only the title. It doesn’t change the text in the document or what your AI agent says. To change the text, see Replacing a document with a newer version.

First, ask your clinic manager to unlink the document from your AI agent, and wait until they confirm. If you delete a document that is still linked, your AI agent may keep using it.

1. Click the three dots (⋮) on the document’s row, then Delete.
2. A window asks if you’re sure. Click Delete.

You see Document deleted successfully and the document leaves the list. You can’t undo this, so click Download first if you might need the file again.

• You can’t find a document: clear the Search... box. If you chose a Document Type, open it and click Clear filters. Then choose Newest first.
• Two documents have the same title: look at Created At to tell the old one from the new one. Rename one of them so they’re easy to tell apart.
• Your AI agent still uses a document you deleted: tell your clinic manager right away, and write to support@medfarsolutions.com.