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Uploading and Managing Documents

Last updated October 31, 2023

Documents are a rich source of information and knowledge. Within the Vellum platform, uploading and managing documents is streamlined to facilitate easy access and effective utilization of this information in conjunction with Language Model (LLM) applications. This article provides a step-by-step guide on how to upload and manage documents within the Vellum platform, enabling a seamless integration of document resources with your LLM-powered applications.

Uploading and Managing Documents in Vellum:

  • Step 1: Accessing the Documents Section
  • Log in to your Vellum account and navigate to the 'Documents' tab on the dashboard.
  • Step 2: Uploading Documents
  • Click on the 'Upload Document' button.
  • Select the document files from your device or drag and drop them into the upload area.
  • Optionally, you can add tags to the documents for easier categorization and search.
  • Step 3: Document Processing
  • Once uploaded, Vellum will process the documents to make them searchable and ready for use within the platform.
  • Monitor the processing status to ensure all documents are successfully processed.
  • Step 4: Searching and Filtering Documents
  • Use the search bar to perform keyword-based searches for specific documents.
  • Utilize the filter options to narrow down the document list based on tags, upload date, or other criteria.
  • Step 5: Viewing Document Details
  • Click on a document title to view the document details, including its content, metadata, and associated tags.
  • Step 6: Editing Document Information
  • In the document details view, you can edit the document information, such as the title and tags, to better organize your document repository.
  • Step 7: Deleting Documents
  • If needed, you can delete documents by selecting the document and clicking on the 'Delete' button.
  • Step 8: Organizing Documents
  • Create folders to organize your documents in a structured manner, making it easier to manage and locate documents.
  • Step 9: Sharing Documents
  • Share documents with team members or external collaborators by providing them with the appropriate access permissions.
  • Step 10: Downloading Documents
  • Download documents to your device if needed by clicking on the 'Download' button in the document details view.

Conclusion:

Uploading and managing documents in Vellum is a straightforward process designed to centralize and organize your document resources effectively. By efficiently managing your documents within Vellum, you can enhance the interplay between document information and LLM applications, driving more informed and accurate LLM interactions. Vellum's document management features provide a robust foundation for leveraging document-based insights in your LLM-powered applications.

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