3. Settings

3.1 General

Preconditions:

- Click on the "Document settings" icon and select "General" in the "Workspace" list

Name

Field Type: Text input
Purpose: Sets the project name for identification and organization

The project name helps you identify and organize multiple projects within your workspace. Choose a unique descriptive name that reflects the project's content or purpose.

Status

Field Type: Text input
Options: Open/Closed
Purpose: Indicates the state of the project

Ingestion Prompt

Field Type: Multi-line text area
Purpose: Provides guidance to the AI when initially parsing and analyzing uploaded documents.

Query Prompt

Field Type: Multi-line text area
Purpose: Guides the AI when generating responses to specific questions or creating document summaries.

Description Prompt

Field Type: Multi-line text area
Purpose: Defines the high-level role and overall instructions for the entire project.

Additional instructions

Field Type: Multi-line text area
Purpose: Provides guidance for specific analysis requirements or edge cases.

Force references

Field Type: Checkbox
Default State: Checked
Purpose: Ensures that all AI-generated responses rely on input document previously uploaded into the project.

Copying a project

For more detailed information view 1.6 Copy Project

Deleting a project

For more detailed information view 1.5 Deleting the project

3.2 Attachments

The Attachments tab manages all documents available for AI analysis within a given project. You can also use this tab to upload new documents.

Preconditions:

Upload interface

Feature: Drag-and-drop file upload area
Alternative: Click to browse your file system
Visual indicator: Displays the total attachment count

The system supports the upload of a broad range of file types/ extensions. For example:

File size recommendations:

Document list

Each uploaded document is displayed with the following information:

File name: Original filename as uploaded
File type: Extension indicator (.docx, .pdf, etc.)
Upload date: Timestamp of when the file was added File size: Size in KB or MB

Available actions:

Download button

Delete button

3.3 Project sharing

Preconditions:

Share With User (Required)

Field Type: Dropdown selector
Purpose: Choose a specific user or group to share project with

Sharing Mode (Required)

Field Type: Horizontal list with access level options
Purpose: Allows to chose the level of access to the project:

Share Project Button

Purpose: Blue button to confirm and grant access to the selected user/group
Default state: Inactive

People with access Section

Purpose: Lists all users/groups who currently have access to the project. Shows their permission levels
Default state: "No one has access to this project yet" label

People with access List

Consists of list of users who have access to the project. Each item in the list consists of: