How to Add Documents to Firm Data

The Firm Data manager uses folders to organize reusable office sources. Create a folder first, then upload files inside the folder you want to use. The upload action depends on your access.

1. Open Firm Data from the main navigation.
2. Create a folder for the type of material you want to store.
3. Open that folder.
4. Click Document or drag the relevant PDFs into the open folder. Follow the uploader's file requirements.
5. Wait for the files to finish processing.
6. In a project's Rus context bar, select that firm data folder before asking a question that depends on it.

Only processed folders are useful for Rus. If the folder is empty or still processing, it will not be a strong context source yet.

Open in ArchiBoost: Open Firm Data