Portal
Manage document repositories in the Customer Portal
Admins get a Repositories page: create and edit repositories, control who can search them, upload documents up to 20 MB, and watch processing progress with a clear reason and a retry whenever a file fails.
Each repository has a scope — available to Zoe everywhere, or only to the phone and email lines that allow it — and a visibility, either everyone in the workspace or chosen departments and people. Supported files are PDF, Word, plain text, Markdown and HTML.
Documents become searchable once processing finishes, and the list refreshes on its own while anything is still in progress. Archiving a repository stops new uploads without deleting what is there.