Managing Documents

This guide covers the management of Collections and methods of uploading Documents to be stored and embedded for use with your Apps.

Overview

Collections are used to store content such as PDF documents and website text. Multiple Collections can be linked to one or more Apps. You can also control the weighting of Collections within an App for a variety of use cases and requirements.

Create a Collection

To set up a Collection, start by clicking the "Collections" option listed near the top of the side menu. You'll then be presented with the Collections list view. Clicking the "New Collection" button opens a popup modal to name your Collection and add a description outlining its intended purpose.

Scraping the Web

Scout offers three methods for uploading from the web to a Collection. The globe icon opens a side menu where you can enter URLs for scraping a single web page, multiple pages via a sitemap, or an entire site using our crawler. Scraping content from the web will create a document in the Collection for each web page.

Uploading Files

Selecting a Collection presents a detail view where you'll be able to add content using the "Upload" button. Then you'll be presented with a popup modal to select the files (e.g. PDF) you would like to upload. You'll be able to use the content in the context of an App by linking the corresponding Collection.

Creating Documents

Documents can be added manually to a Collection by clicking the pencil icon in the top right. This opens a modal where you can give add content and give the Document a title. Markdown can be used to style the content.

Editing Documents

Various attributes can be added to a Document by clicking on the plus icon at the bottom of the attributes list. These include Text, Checkbox, Number, URL, Date, and JSON fields. Each Document includes a Created At and Updated At field that can not be edited but all other attributes can be updated. Hovering over an attribute name and clicking the more options icon will present a dropdown to delete that attribute. Click the Save button to store any updates to Documents.

Deleting Documents

Documents can be removed from Collections by clicking the more options icon in the toolbar and selecting the Delete option.

Deleting Collections

Entire Collections can be deleted by clicking the more options icon in the toolbar or from the Collections list view and selecting the Delete option. This removes all Documents within the Collection as well.