Gemini a dit Directory and Document Management on Optivalue.ai

1. Navigating the Library

The interface features two primary views located at the top left of your screen:

• Documents Tab: Displays your complete list of files. You can refine the view using the Status filters (Completed, Ongoing, Failed, Duplicated) or by Directory.

• Directories Tab: Provides an overview of your folder structure. Each folder displays the total number of documents it contains in the Documents column.

2. Creating a New Directory

To structure your projects, you can create dedicated folders:

1. Go to the Directories tab.

2. Click the + Directories button.

3. Enter the desired name in the Directory Name field.

4. Click Save.

3. Uploading and Categorizing Documents

When adding new files, it is recommended to categorize them immediately:

1. Click the + Documents button (top right).

2. Drag and drop your files into the upload area.

3. Important: Before clicking save, use the Directory dropdown menu to select the destination folder. If no folder is selected, the document will be placed in the root ("No directory").

4. Click Save.

4. Moving Existing Documents

If documents are misfiled or located in the root directory, you can move them individually or in bulk:

1. In the Documents tab, check the box to the left of the relevant file(s).

2. An action menu will appear at the bottom of the screen; click Move.

3. Select the destination directory from the dropdown list.

4. Confirm by clicking Move.

Note on Duplicates: Documents identified with the Duplicated status are not included in analyses, even if they are selected. Ensure you use the versions marked as Completed.

Video Tutorial

Video Index:

• 00:00: Navigating between Documents and Directories views.

• 00:13: Procedure for creating a new directory.

• 00:23: Uploading with direct folder assignment.

• 00:36: Using the "Move" function for reclassification.