Overview
The Data section allows you to upload and manage documents used in AI-powered design reviews. Documents can be stored at two levels: organization-wide and project-specific.Document Levels
Organization Documents
Global documents available across all projects, such as design standards, code requirements, and reference materials.
Project Documents
Documents specific to individual projects, such as drawings, specifications, and calculations.
Accessing the Data Tab
Click Data in the sidebar to access document management. You’ll see two tabs:- Org Docs - Organization-level documents
- Projects - Project-specific documents
Document Management Features
- Upload - Add PDF, Excel, Word, and other document types
- Search - Find documents by name or content
- Filter - Narrow down documents by type or project
- Select - Choose documents for workflow execution
- Delete - Remove outdated or incorrect documents
Why Two Document Levels?
Organization Documents
Store reference materials that apply across multiple projects:- Building codes and standards
- Company design guidelines
- Specification templates
- Best practice documents
Project Documents
Store project-specific materials:- Project drawings
- Project specifications
- Calculations for specific designs
- Project meeting notes and reports
Document Processing
When you upload documents, Design IQ:- Extracts text and visual content
- Processes the document for AI analysis
- Makes it available for workflow execution
- Enables semantic search across document content