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Documents Overview

Using Documents in Aurelius

Zack Naylor avatar
Written by Zack Naylor
Updated over a week ago

Upload any document, add tags and attach them to key insights as supporting evidence just like notes!

Add interview recordings, usability test videos, research pictures, raw survey files and any research artifact you need. If you upload a file with audio, you can even transcribe it to create notes automatically.

Documents have 3 parts:

  1. Name

  2. Description

  3. Tags

What kind of files can I upload?

Any file type you need!

Pictures, audio/video clips, PDFs, spreadsheets, word documents and more.
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How to add a documents:

There are two ways you can add documents to your project in Aurelius.

From the notes page

Click Add Image/Add Video/Add File/Add Audio > Add your file > Give a name to your document > (optional: add tags and a description)

From the documents tab on your project

Click Add Image/Add Video/Add File/Add Audio > Add your file > Give a name to your document > (optional: add tags and a description)

Adding a document to a key insight:

Click the kebab menu on any document (the three vertical "...") > Click Add To Insights

Choose which Key Insight you want to add that document to:

Documents are searchable by any keywords in the name/title as well as by any tags added to them. You can find them by the project tags page, All Tags page or Universal Search pages in Aurelius.

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