The Documents section allows you to centralize and organize all your PDF files directly in Excel.
Import Documents
Click on the "Documents" button in the Copilot Audit tab.
Use the "Upload Documents" button to add your PDF files.
Documents are automatically stored and indexed.
Organization
Categories: Assign categories to your documents for better organization.
Search: Use the search bar to quickly find your files.
Filters: Filter by category to refine your view.
Available Actions
Edit a document's category.
Delete a document.
Batch Editing: Change the category of multiple documents simultaneously.
Preview: Quickly access your document content.