Knowledge Drive

A Knowledge Drive allows you to organize files and documents using a folder-based structure, similar to a traditional file system. It is ideal for storing documents, images, spreadsheets, and other files that need to be easily categorized and accessed by teams.

Users can create folders, upload files, and organize them into subfolders for better content management.

Key Capabilities

• Create and manage folders

• Import files into folders

• Preview uploaded files

• Tag files for easier categorization

• Organize files using subfolders

• Manage file metadata such as remarks and tags

• Integrate with automation workflows

How to Create Knowledge Drive

The typical workflow when using a Knowledge Drive includes the following steps:

1. Create or Connect a Folder

Start by creating a new folder within the Knowledge Hub. Folders help organize files into logical groups.

You may also connect folders from external platforms if integrations are available.

Enter the folder details, including the folder name, description, and tags. You can enable Auto Tagging and click Generate 5 Tags to automatically create relevant tags for the folder. Click 'Create' to create the folder.

2. Import Files

Upload files into the selected folder. Supported file types may include: pdf, ppt, pptx, doc, docx, xls, xlsx, csv, mp4, mov, jpg, jpeg, or png. Files can be imported using the Import Files button.

3. Preview Files

Uploaded files can be previewed directly within the system. This allows users to quickly verify the content without downloading the file.

4. Tag Files

Tags can be added to files to improve searchability and categorization. Tags help users locate files quickly through search or filtering.

5. Organize and Manage Files

Files can be organized by clicking on the column headers in the file table, such as:

• No.

• File Name

• Tags

• Remarks

• File metadata

Clicking on these headers allows users to sort and arrange files for easier management. Users can also search files using the Search Files bar.

6. Manage Files

Users can perform actions such as:

• Select multiple files

• Delete files

• Update file details

• Track last updated date and user

These features ensure files remain organized and up to date.

7. Set Automation

Knowledge Drive content can be connected to automation workflows to trigger actions such as:

• Sending notifications

• Updating records

• Triggering AI responses

This helps streamline knowledge management processes.