A library holds the documents for one topic, such as transfer pricing or tax controversy, so the AI Assistant can search them.
Steps
Open Libraries and select New library.
Give it a clear name and a short description of what belongs in it, and select Create.
Select Add to add documents. You can create folders, upload files or upload a whole folder at once. PDFs, Word documents, Excel spreadsheets and PowerPoint presentations are supported.
Loctax processes every file so the assistant can read it. When the status shows Processed, the document is ready to use.
Select Share to decide who can use the library. Add colleagues by name, or share with everyone who has a certain role, and choose whether they can view or edit.