Documents

Upload a document#

1. Open Documents.
2. Drop a file onto the page or choose it with + Document. On the web one file at a time; on the Mac and iPhone you can pick several at once.
3. Watch the steps under the file: checked, text recognised, summarised and linked, made searchable, proposal with the advisor.

Accepted: PDF, PNG and JPEG images, Word (.docx), Excel (.xlsx), PowerPoint (.pptx) and plain text (.txt, .md, .csv), up to 25 MB per file. ARVEMO looks at the content, not only the file name: a file whose content does not match its type is refused. Older Office formats (.doc, .xls, .ppt), archives and other image types are not accepted.

Uploading is possible for advisors and for the client roles Responsible and Full. A person with the role Read cannot upload and does not see documents. Uploading by email or WhatsApp is not available.

What happens after the upload#

The Curator checks the file, reads the text, writes a short title and a summary, and links the document to goals and to decisions, risks or sessions it mentions. Scans and photos are read as text first. If the file is a new version of a document already in the workspace, the proposal says so; nothing is merged on its own.

The result is a proposal in Approvals for the advisor, also when the advisor uploaded the file. When the advisor approves, the document appears in the list and in search. A client's upload waits for the advisor in the same way. The page tells you which state you are in.

Why was my file flagged or refused?#

• Refused: wrong or mismatched type, an empty file, a file over 25 MB, an Office file that is far too large once unpacked, or a file without any readable text.
• Macros or active content: the file is flagged and kept as it is. Nothing in it is run.
• Instructions to an AI: if the text addresses an AI system, the document is flagged and treated as data only. Agents read it, but do not follow it.
• Personal data of third parties (for example health or pay): the document is proposed as internal, and the advisor checks the visibility.

Office files are read as text; what is not text (charts, images) is not read. A flag does not delete anything; it asks the advisor to look twice.

Ask questions about your documents#

Use Ask the knowledge base on the page and press Search. The answer is short, built only from the documents you may see, and every statement carries a source such as [K-12, p. 3]. The sources are listed with the page. If the documents do not answer the question, you are told so; the advisor can then ask the Researcher to look further. A summary never replaces the original, so read the source before you decide. The question can also be asked in the chat. For clients this works when agents are enabled on her side of the workspace.

Who sees a document?#

The advisor sees all documents. Clients with the roles Responsible or Full see the documents that are shared. A person with the role Read does not see documents. A document marked internal is visible to the advisor side only; only the advisor sets this. Searching and asking only ever draw on documents the person may see. Comments on a document can be shared or internal; see Comments and versions.

Download, replace, delete#

• Original: on the web the document row offers Original to download it; on the Mac and iPhone the document shows View the original. Every download is logged.
• New version: upload the new file. The Curator compares it and proposes it as a new version of the old one.
• Remove / delete: on the web the document can be removed from its menu. On the Mac and iPhone the advisor, or the person who uploaded the file, can also delete the file itself after a confirmation: the filed document leaves with it, the removal can be undone, the file itself does not come back.

Common questions#