In this video, you’ll learn how to upload documents, adjust document settings, and manage metadata in the main document library. You’ll see how to review uploaded files, filter the document table, pull the latest files from external sources, and download individual documents. The video also explains how to configure document details and behavior, including permissions, watermark settings, expiration dates, product assignments, tags, assignees, and AI source settings. Finally, you’ll learn how to replace an existing document version while preserving its links and choosing how the original file and related Trust Center or AI datastore connections are handled.
Key takeaways:
Upload and organize documents in the document library.
Manage metadata, permissions, watermarks, expiration dates, and AI settings.
Replace document versions and manage related Trust Center and AI datastore links.