Uploading a New Document

Logged in? Great! 

Now select an agent based on what task you want to be done with.

Step 1 #

Locate the “New” button. The button is prominently visible on the dashboard. You can also start new by clicking on “New“, You will find this on the panel on the left.

Once you’ve found it, click the “New” button to select your AI Agent.

Step 2 #

Select the agent you want to work with. A modal will open, allowing you to choose the appropriate AI Agents for your various tasks.

Step 3 #

Select the AI model you want to use while interacting with your documents. To know more about AI model selection read more here.

Step 4 #

Once you’ve selected your agent and AI model, choose the OCR (Optical Character Recognition) option if your files contain images you wish to analyze.

Step 5

If you are uploading a single file, choose “No.” If you have multiple files, learn how to upload them here.

Step 6

Once you’ve completed all the steps above, you can upload your files. You have two options for this step:

A. Browse: Click on the “Browse File” button and navigate to the location on your computer where the document you want to upload is stored. Select the file and click “Open” to initiate the upload process.

B. Drag and Drop: Alternatively, you can drag and drop the document file from your computer’s file explorer or desktop directly into the designated upload area on the interface.

After successfully uploading your document, click on “Start Conversation“. DocXter will process it, introduce you to an agent you have chosen, and generate a clear and concise summary of the document’s content.

With your document uploaded and summarized, you can start your task!
Get started quickly with the “Action Chips” below the summary. To know how to interact with your document read Prompting With DocXter →