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Version: v1.7.5

Documents

A Document is a file you upload to Enterprise h2oGPTe so the platform can parse and index its content for use in chats and agent workflows. The Documents section lists every Document available to you and is where you summarize, review, and manage them.

Documents and Collections​

Documents are organized into Collections. A Collection groups related Documents together and provides the context that chats and agents draw on when answering questions. Before you can work with a Document or generate a summary of it, you must add it to a Collection first. To learn how, see Add a Document to a Collection.

Deleting a Document removes it from the Collection it belongs to and permanently removes it from the platform.

Agent-generated Documents​

An agent can generate Documents while completing a task in a chat session, alongside the Documents you upload yourself. Agents often reuse generic file names, so the Documents section records which chat session produced each generated file. See Find the source chat of a Document.

In this section​

Find the source chat of a Document
See which chat session generated an agent file, open that chat, and filter or group Documents by their source chat.
Generate a Document summary
Use Document AI to summarize, extract, and process a Document, with control over the LLM, vision settings, prompts, PII detection, and more.
View a Document summary
Open an existing summary for a Document and review the summary parameters used to generate it.
Delete a Document summary
Permanently remove a summary from a Document while keeping the Document itself in its Collection.
Delete a Document
Remove one or more Documents from the grid or list view. This removes the Document from its Collection and permanently deletes it from the platform.

Next steps​

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