elDoc provides flexible tools to upload, organize, rename, move, download, and manage files and folders according to your organization’s needs. Depending on whether GenAI is enabled for your tenant, documents can be organized manually or with AI Agents.

Standard File Management

Using standard File Management capabilities, you can:

  • Upload files and folders or simply drag and drop them into the required location.
  • Create folders and multi-level folder structures to organize documents.
  • Sort files by name, modified date, size, and other available criteria.
  • Move, copy, and rename files and folders.
  • Download or delete files and folders, subject to your access permissions.

These capabilities are available without GenAI and give users full control over their document and folder structure.

Organize Documents with AI Agents

When GenAI is enabled, you can use AI Chat to ask an AI Agent to organize documents based on their actual content.

Instead of manually reviewing, classifying, renaming, and moving individual files, select the relevant documents and tell the AI Agent what you want to achieve.

AI Agents can help you:

  • Classify documents based on their content.
  • Rename files according to your naming conventions.
  • Group documents by type, year, category, or other criteria.
  • Create or reorganize folder structures and move documents to the appropriate locations.

For example:

Perform document classification by analyzing its content, and group the files by document type and year. Rename these files according to its content and use the following pattern for renaming: Document Type_Document Year

The AI Agent analyzes the documents and proposes the classification, new file names, and organizational changes. Review the proposed actions and approve or decline them before they are applied.

Once the approved actions have been completed, refresh the File Management page to see the updated file names and folder structure.

Important: Check OCR Indexing Status Before Using AI Agents

No manual OCR step is required. When GenAI is enabled, elDoc automatically performs OCR and text indexing during file upload for supported documents.

Depending on your infrastructure resources, configuration, document size, and the number of uploaded files, OCR processing may take some time, particularly for large document sets.

Before using AI Agents:

  • Select the required file and open Details.
  • Check the OCR Text Index status.
  • When the status shows Ready, OCR and text indexing have been completed, and the document is ready for use with AI Agent.