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. The Library remembers where you left it. After a refresh, or when you come back from another page, it reopens the same source, folder, selected file, and search.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. Nested folder and file exclusions are available after tag scopes have been activated for your workspace. Tags assigned to a folder apply to its contents, including new files and nested folders. You can exclude a nested folder or an individual file from the tag in Choose files. 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. Check a connection or folder to include its contents, then clear the checkbox for a nested folder or file to exclude it. A dash indicates included or excluded items deeper in the folder. Changing a parent selection clears child selections, so children inherit the new choice. Right-click a file or folder and select Use inherited selection to clear its individual choice. Directly assigned tags remain independent of folder exclusions. For example, excluding Sales/Internal does not remove a tag assigned directly to a file there. Excluding that individual file in Choose files does remove it from that tag’s scope. Clearing the file’s selection reveals its direct assignment again. A file excluded from one tag can still belong to another tag. Scope changes apply immediately to files that are already indexed. Newly connected or uploaded files still need to finish indexing before they appear in search. Direct tag assignment changes can take a few minutes to reach search.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.