Viewing and searching your knowledge base
From the main sidebar, navigate to Knowledge > Browse knowledge. Here, you will see a list of all connected data sources on the left, such as Slack, Google Drive, or Salesforce. Selecting a source allows you to browse its folder structure and see individual files and items that have been synced to Realm. Within the Browse knowledge view, you can use the search bar at the top to find specific files across all sources or within a selected source.Hidden documents
Documents that have been hidden are left out of Browse knowledge, so the list shows what is actually in scope for search, chat, and agents. In a synced data source, a folder whose documents are all hidden drops out of the list with them. Folders you created yourself under uploaded files stay, the same way an empty folder of your own does. Turn on Show hidden in the header to bring them back into view. Hidden documents are marked with a “Hidden” label there, and you can un-hide one from its details pane. See Verifying and hiding content.Tagging documents and folders
Tags connect your source material to RFPs. An RFP carrying a tag is answered from the content tagged the same way. Workspace admins can assign organization tags to documents and folders directly from the Browse knowledge view. In the list view, click the Tags column of a row to pick its tags, or open the Tags submenu from the row’s … menu or by right-clicking the row. Select several items first and use the menu to apply a tag to all of them at once. Admins can also manage a document’s tags from its preview header and from the details pane. The list view shows tags as labeled pills; when a row has more tags than fit, the rest fold into a +N count. The folder tree shows small colored dots instead; hover over the dots to see the full tag names, with tags inherited from a parent folder listed under their own heading. Search results and the Curations list show a Tags column with the same dots. Tags assigned to a folder automatically apply to every document inside it, including documents in nested subfolders, and to nested subfolders themselves. Inherited tags appear throughout Browse knowledge, but you manage the assignment on the source folder. All members can see tags, but members who are not workspace admins cannot change them. You can also work from the tag’s side. In RFP settings, open a tag and select Choose files to browse your knowledge base with a checkbox next to every document and folder. Checking a folder tags everything inside it, so those documents appear checked but locked. To remove them, clear the tag on the folder. A folder that contains tagged items deeper down shows a dash. Tag changes can take a few minutes to affect search results.Uploading files
You can upload files directly to Realm from the Upload button in the top-right corner. Realm supports three types of uploads:- Shared files: Files that are visible to other users in your organization.
- Private files: Files that are only visible to you. These are indexed for your personal use but are not accessible to other users.
- Past RFPs: Upload previously completed RFPs to help Realm learn from past responses. When uploading via this option, Realm will extract individual question and answer pairs from these documents, making this knowledge more accurate to re-use and cite when responding to new questionnaires.