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Use supported documents or organisational context in a question

Learn how to let the AI assistant use your own documents and your organization's data in a question.

Written by Yuliya Chakhovich

Use your organization's data and libraries

  1. Open New chat and select the sources button.

  2. Under Organization Data, choose what the assistant may use: master data, shareholders, compliance data and tax documents. With these, it can answer questions about your own group.

  3. Under Libraries, select the document libraries to search, such as your internal policies or your transfer pricing files.

  4. Ask about your group, for example: List all countries where our group has entities, and say for each one whether a plastic packaging tax applies. The answer uses your organization's data and cites what it used.

Ask about one document

Select the paperclip and attach the document. Then ask about it, for example: Summarize the main obligations in this agreement.

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