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Version: v1.6.40-dev2 🚧

Select Existing Document

Overview​

The Select Existing Document method allows you to import documents that already exist in other collections. This method uses the PDF files from existing documents and re-processes them with the current collection's parsing and PII rules, making it efficient for sharing documents across multiple collections while maintaining collection-specific processing settings.

note

This method does not reuse already processed content. Instead, it re-parses the original PDF file using the current collection's configuration settings.

Select Existing Document

When to use​

  • Document reuse: When you want to use documents from other collections
  • Cross-collection sharing: For sharing documents between different collections
  • Consistent processing: When you want to apply the current collection's parsing rules to existing documents
  • Quick setup: When you need documents that are already available in the system
  • Reference materials: For adding reference documents to new collections

Configuration parameters​

Document selection​

OptionDefaultDescriptionUse case
Search documents- (text input)Search for documents by name or contentFind specific documents across Collections
Filter by collectionAll collections (dropdown)Filter documents by source collectionNarrow down search to specific Collections
Document type filterAll types (dropdown)Filter by document file typeFocus on specific document formats
Date range filterAll dates (date picker)Filter by document creation/modification dateFind documents from specific time periods
note

For document processing options, see the Shared Document Processing Options section in the main documentation.

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