Managing Your Documents
Upload, organize, and search the company material CLEATUS learns from.
The Document Hub is where your company materials live so CLEATUS can use them everywhere. This guide shows you how to upload documents, organize them into folders, and find any of them later.
Or just ask CLEATUS
Create a folder for each agency I work with and file my capability statements into them
Uploading the files is still yours to do. The agent organizes what is already in the Document Hub.
Before you start:
Have your capability statement and recent past performance ready. They give CLEATUS the most useful context.
Manage your documents
Open the Document Hub
Open Document Hub from the Build section of the sidebar to see everything your company has uploaded.
Upload your files
Click Upload, then select Upload files or Upload a folder. You can also drag files or folders straight onto the page. A folder upload keeps its subfolders. Add capability statements, past performance, and reference materials.
Organize into folders
Use Create Folder to group related documents so your team can find the right material fast. Double-click a folder to open it. To rename or move a file or a folder, open the menu on its row and select Rename or Move to....
Check each file
CLEATUS reads each file after you upload it. A file with a badge, such as Image Only, Protected, or Unsupported, has text that CLEATUS could not extract. Point to the badge to see what to do. To try again, select the file and click Reprocess.
Import from Google Drive or SharePoint
Click the Google Drive or SharePoint icon at the top of the page. Select the files or folders to import. Turn on Keep this folder in sync to keep a folder up to date automatically.
Let CLEATUS use them
CLEATUS reads your documents as context when it drafts proposals and answers your questions. To find any folder or file by its name or its summary, type in Search in Document Hub at the top of the page.
Tip:
Upload your capability statement and past performance first. The proposal writer and the agent use them in every draft.