Overview: Mapal OS allows account managers to manage company documentation so that they can provide a central place for their team to access the knowledge they need.
Start from: The Mapal OS Configuration module.
- Navigate to Documentation.
The purpose of this section is to have a single place to collect documentation. The screen shows you a grid with all the uploaded documentation, showing details such as the name, creation date, how big the file is and if it’s indexed with the AI.
Add new document
Select + New Document.
- Upload or drag & drop a file. The only file type allowed is .pdf.
- Assign a Name* to your file.
- Select if you want to Index to the AI or not.
- Select Next.
- Select the Business Units that will have access to this document. Use the Search bar or Filter to locate specific Business Units or select All business units if you want to assign it to all business units in the list.
- Once Business Units are selected, press Next.
- Select the specific Department(s) that will have access to the document.
- Select Save.