Opening the Upload Interface and Selecting Files in the Knowledge Base

Overview

This guide provides step-by-step instructions for opening the upload interface and selecting files in the Knowledge Base. By following these steps, you will be able to access the file upload dialog, choose files to add, and prepare them for inclusion in your Knowledge Base. The process supports both drag-and-drop and manual file selection.

Prerequisites

• You must have access to the Knowledge Base section within your workspace.
• Ensure you have the files you wish to upload available on your device (maximum file size per file: 100MB).

Step-by-Step Instructions

1. Navigate to the Knowledge Base

   • From the main dashboard, locate and click the Knowledge Base option in the left sidebar.
   • This will take you to the Knowledge Base dashboard, where you can view existing resources.

   

2. Open the Upload Interface

   • On the Knowledge Base dashboard, click the Add an item button located in the upper right corner.
   • This will open the “Add item to knowledge base” dialog.

   

3. Locate the Files Section

   • In the dialog, find the Files section. Here, you will see a drag-and-drop area and a “choose a file” link. The maximum file size is displayed (100MB per file).

   

4. Select Files to Upload

   • You have two options:
     • Drag and Drop: Drag files from your computer and drop them into the designated area under “Files”.
     • Manual Selection: Click the choose a file link. This will open your system’s file picker. Select one or more files and confirm your selection.
   • After selection, the files will appear in the upload queue within the dialog.

   

5. (Optional) Add or Remove Files

   • To add more files, repeat the drag-and-drop or manual selection process.
   • To remove a file before uploading, click the remove (“X”) icon next to the file in the list.

6. Verify File Selection

   • Ensure all intended files are listed in the upload queue.
   • Confirm that no file exceeds the 100MB size limit.

Troubleshooting

• File Not Appearing in List: Ensure the file size does not exceed 100MB and the file type is supported.
• Cannot Open File Picker: Check your browser settings to ensure pop-ups are allowed for this site.
• Accidentally Added Wrong File: Use the remove (“X”) icon next to the file to delete it from the queue before proceeding.

Success Criteria

• The upload dialog is open, and your selected files are visible in the upload queue, ready for further action (such as assigning to a space or completing the upload process).
• The interface displays the correct file size limit and allows for both drag-and-drop and manual file selection.

By following these steps, you will have successfully opened the upload interface and selected files for your Knowledge Base.