The Library is a document repository that can provide a central location to store policies, user guides, and other source material. All users can access the Library by default and System Administrators can manage, add, and remove library files in the Data tab. For steps on downloading documents from the Library page, see the Library article. Select the “Library” option on the Data tab to manage the documents in the Library.

Add a Library Document 

To add a file to the Library, click the Add Document button on the Library page in Settings. 

1. Click the Upload a File from your Computer button to search for files in the file browser. You may also drag and drop a file from your desktop. To do this, click and hold a file on your desktop and let go of your mouse cursor over the dotted box on the New Document form. 
2. You may add a description to identify the file for other users. 
3. Click Save to finish adding the document.

Edit a Library Document

Click the Edit button on the Library Document's page. You can change the "Description" field but cannot change the file or upload a new file for the library document. Click Save when you have completed changing the description.

Grant AI Access to a Library Document

Case IQ's AI can reference library documents to generate responses that are relevant for your organization's policies. The AI will only use files to which you have granted it access. See Start, Rename, or Delete a Chat with Clairia and Generate Content for a Case Using AI for details on using Clairia and copilot fields. 

To allow Clairia and copilot fields to use files in your application's library:

1. On the Library page in Settings, select the file to which you want to grant AI access.
2. On the library document's page, click the Edit button. 
3. Check the "Enable for AI" checkbox.
4. Click the Save button.
5. The system will begin processing the file so the AI can use it.
6. If your case form has recommendation copilot fields, select the library documents the copilot field can use to generate content. Refer to Add a Copilot Field to the Case Form for details on editing a copilot field using the Form Builder. Choose the library files in the recommendation copilot field's "Copilot Documents" property.

You can also enable files for AI when adding documents to the library. Make sure to check the "Enable for AI" checkbox on the New Document form.

Delete a Library Document

If you need to permanently remove a library document, you can delete it from the Library page or from the Library Document's page directly.

If you only need to delete a single document, navigate to the Document's page. Click the Options () button, then select "Delete".

You can also delete multiple documents from the Library grid. Select the checkbox for each row you would like to delete, then click the Delete button above the grid.