What are Organization Documents?
Organization documents are files available to all projects within your organization. These are typically reference materials, standards, and guidelines that apply broadly across your work.Common Organization Documents
Design Standards
Company-specific design standards and conventions
Building Codes
Relevant building codes and regulations
Specifications
Master specification documents and templates
Guidelines
Best practices and design guidelines
Accessing Organization Documents
- Click Data in the sidebar
- Select the Org Docs tab
- View all organization-level documents
Uploading Organization Documents
1
Navigate to Org Docs
Click Data in the sidebar, then select the Org Docs tab.
2
Click Upload
Look for the upload button or drag-and-drop area.
3
Select Files
Choose one or more files to upload from your computer.
4
Wait for Processing
The system will process your documents for AI analysis.
Managing Organization Documents
Viewing Documents
All uploaded organization documents appear in the Org Docs list. You can:- Search for documents by name
- View document details
- Select documents for workflow execution
Deleting Documents
To remove an organization document:- Locate the document in the Org Docs list
- Click the delete or remove button
- Confirm deletion
Using Organization Documents in Workflows
When running a workflow, organization documents can be selected as reference context. The AI will use these documents to inform its review and ensure compliance with your standards.Best Practices
Keep Standards Current - Regularly update organization documents when codes or standards change.
Descriptive Names - Use clear, descriptive filenames for easy identification.
Avoid Duplication - Don’t upload the same standard multiple times unless there are version differences.
Quality PDFs - Upload high-quality, text-searchable PDFs for best AI analysis results.
Next Steps
Upload Documents
Learn about supported formats and upload process
Document Formats
See which file types are supported