How-to guides

Uploading, organizing, summarizing, and restricting access to your files.

• Finding your way around Documents

  The folder panel, Home and All Documents, views, columns, sorting and the details pane.

• Uploading documents

  Add files to the folder you have open, or let Secretary read them and sort them into folders for you.

• Uploading a whole folder

  Upload a folder from your computer with all its subfolders, keeping the same structure.

• Creating folders

  Make folders and subfolders to organise your documents, and decide who can see them as you go.

• Opening, previewing and downloading a file

  Open a file's own page to read it, see its details and download it, including older versions.

• Searching your documents

  Find files and folders by name or tag, inside one folder or everywhere, and search inside the files themselves.

• Renaming, moving and copying files and folders

  Rename, move, duplicate and download files and folders, and see a folder’s properties.

• Selecting several files and folders at once

  Tick several items, then chat about, move, copy, tag or delete them together.

• Pinning files and folders to the top

  Keep the files and folders you use most one click away in the Pinned list.

• Your own folder and Shared with me

  Where your personal files live, who else can see them, and where files others share with you show up.

• Tagging documents

  Give a document or folder a short label, then show everything with that label in one go.

• Summarizing a single document

  Get a summary of one file, keep several side by side, compare them, and export or save them.

• Analysing documents and folders with AI

  Have Secretary read a set of files or whole folders and write one summary or analysis, then save or export it.

• Chatting about files and folders

  Start a chat, or ask one quick question, that answers only from the files you pick.

• Renaming and reorganising with AI

  Let Secretary suggest better names, or a whole new folder layout you approve before anything changes.

• Editing and exporting a Sectext document

  Edit text documents saved by Secretary in place, and export them as Word, Excel, CSV or text.

• Deleting, restoring and the Trash

  Deleted files and folders wait in Trash for 60 days. Restore them yourself, or ask an admin after that.

• Restricting a folder to specific people

  Limit who can see a folder and everything in it to chosen people and groups.

• Sharing access to an individual document

  Limit one file to chosen people, or share it with someone who cannot open its folder.

• Seeing who has access

  Check exactly who can open a file or folder before you share it or put something sensitive in it.

• Checking Documents activity and permissions

  See who uploaded, downloaded, moved, shared or deleted what, and who has access to what.

Getting the most out of the AI assistant.

• Starting a new chat

  The start screen, starter prompts, temporary chats, and what New chat does once you are already in a conversation.

• Attaching files to a chat message

  Add a file from your computer so the AI can read it: press the paperclip, drag it in, or paste it.

• Scoping a chat to specific documents or folders

  Point the AI at exactly the files in your library it should answer from, and choose how deeply it reads them.

• Selecting a model

  Choose which AI model answers, read the speed, intelligence and price signals, and know why some models are greyed out.

• Choosing how hard the AI thinks

  The Effort picker trades speed and cost against depth. Pick it per chat, and it carries over to your next one.

• Using Committee mode

  Send one message to two or three models at once, compare the raw answers, and pick the one the chat continues from.

• Chatting with a persona

  Pick a persona on the start screen and the chat uses its instructions, model and knowledge folders.

• Finding and organising your chats

  Search, rename, pin, mark private and move chats into hubs from the list on the left.

• Deleting and restoring chats

  A deleted chat waits in Trash for 30 days. Restore it, delete it for good, or empty the whole bin.

• Editing a message or regenerating a reply

  Fix what you asked, or get a fresh answer, with another model if you like. Earlier answers stay as variants, and an interrupted reply can be sent again.

• Sending follow-ups while a reply is being written

  You do not have to wait for a reply to finish. Queue up to two messages, or send one straight away.

• Replying to part of a message

  Highlight a sentence, press Reply, and your next message quotes exactly that so the AI knows what you mean.

• Using threads

  Highlight part of a message and ask about just that in a side conversation, without derailing the main chat.

• Copying, downloading and exporting a reply

  The row of actions under every reply, and the Export window that turns a text answer into a .txt, .csv or Word file.

• Saving a chat response as a document

  Turn a useful answer into a real document in your library, in a folder you choose or one Secretary picks.

• Generating a document, spreadsheet or slide deck in chat

  Ask for something document-shaped and it opens in the editor panel, where you refine it by chatting, fix single slides, swap images and keep versions.

• Working with code and web page artifacts

  Ask for a web page, a small app or a component and it opens in a side panel with a live preview, versions and a Continue button if it was cut short.

• Getting charts and diagrams in chat

  Ask a question that is better answered visually and a live chart or diagram renders inside the conversation.

• Generating and editing images in chat

  Ask for a picture in plain words, then download it, save it, reply to it, or paint over part of it to change just that, even adding your own logo.

• Finding real photos with image search

  Ask what something looks like and get real photos from the web, which is different from asking the AI to draw one.

• Getting product recommendations in chat

  Ask what to buy and get real, current listings from the web, like a friend's shortlist rather than a search page.

• Answering a quick-reply prompt

  When the AI needs one more detail, it offers buttons for the likely answers instead of making you type.

• Checking where an answer came from

  Replies show the documents they read and the web pages they searched, so you can verify before you rely on them.

• Finding your way around a long chat

  Search inside a conversation, jump straight to a question, and get back to the bottom.

• When a chat gets too long for its model

  What Smart Context, the context limit card and the Switch Model button do, and when to start fresh.

• Seeing every file in a chat

  The Session files panel lists everything a chat has touched: uploads, library documents, folders and generated files.

• Sharing a chat with a colleague

  Send someone their own copy of a chat, or work in the same chat together, live.

• Keyboard shortcuts in chat

  Every key that does something in the composer, while editing, in search and in the pickers.

Workspaces that group chats, files and people around one topic.

• Creating a hub

  Set up a workspace with its own instructions, brief, model and persona for a project or a team.

• Finding and switching between hubs

  Where your hubs live, how to open one, and how to move a chat into a hub.

• Inside a hub: Chats, Team, Files and Manage

  What each part of a hub's workspace is for, and who can do what in it.

• Browsing all your hubs at once

  The Hubs overview shows every hub as a card, searches every hub's chats at once, and keeps archived hubs.

• Starting a new chat inside a hub

  Every new hub chat starts with a short setup: what it may draw on, who can see it, and which persona answers.

• Editing, archiving & deleting a hub

  Change a hub's settings, archive it to tidy up, move it to Trash, and restore or delete it for good.

• Pinning content to a hub

  Pin a useful reply, or documents and folders from your library, so every chat in the hub can use them.

• Team chat inside a hub

  Talk with the people in a hub in threads, mention colleagues, and bring Secretary in when you need it.

• Projects: folders of chats inside a hub

  Group related chats under one name inside a hub, with their own settings and a subset of the hub's people.

Custom assistant personalities and instructions.

• Finding your way around Personas

  What a persona is, how the Personas page is laid out, and what each card tells you.

• Creating a persona

  Set up a new persona: its name, its instructions, the model it answers with, and where it can be used.

• Giving a persona knowledge folders

  Point a persona at the folders it should always search, and what each person who uses it can see.

• Sharing a persona or keeping it private

  Who can use a persona, who can share one with the organisation, and what happens when sharing is switched off.

• Editing, switching off and deleting personas

  Change a persona, retire it without losing it, or delete it, and what happens to chats that used it.

• Persona limits and who can do what

  How many personas your role lets you make, what each role may do, and the Free plan.

• Using personas in summaries and hubs

  Write summaries and folder analyses with a persona, give a hub a default persona, and see what personas use.

Users, groups, roles, settings and billing for the whole organisation.

• Finding your way around Organization

  Where the Organization page is, what each section is for, and what Overview tells you.

• Adding people to your organization

  Create an account for a colleague, choose their role, and send them the welcome email.

• Managing people: details, access and removal

  Find someone, see what they can reach, change their details, and deactivate or delete them.

• Changing someone's role

  Give a person a different default role or a custom role, and what each default role allows.

• Sharing credits, storage and documents between people

  Choose how the plan's credits, storage and documents are split: evenly, with fixed shares for chosen people, or not at all.

• Creating and managing groups

  Group people together so you can grant folder or document access to all of them at once.

• Building a custom role

  Define exactly what a role allows, for people who need more or less than a default role.

• Assigning and removing custom roles

  Give people a custom role, take it away again, and what editing, disabling or deleting a role does.

• Organisation settings: hub chat, memory and plan limits

  The Settings section: what each card does, the hub chat swearing filter, memory for everyone, and your plan limits.

• Setting up the Document Brand Kit

  Give every document and presentation Secretary makes in chat your logo, colours, fonts and footer.

• Managing your organisation's tags

  Set up shared tags everyone can pick, and tidy up the tags people have made.

• Billing, your plan and seats

  See your plan, change it or its seats, follow your credits, and cancel. For the Owner.

• API keys for Transcribe and Ingest

  Create, copy, edit and revoke the API keys other systems use to reach Azcom Transcribe and Ingest.

Staying on top of what changes.

• Notifications at a glance

  Where Notifications lives, its four boxes, and how to read a notification.

• Unread notifications and the badge

  What counts as seen, the number on the left rail, Mark all read, and moving between pages.

• What arrives in Documents and General

  Document and folder shares, removed access, group and role changes, persona notices, and where each one takes you.

• Accepting or declining a hub invite

  Join a hub from Notifications, see the role you would get, and what the row shows afterwards.

• Accepting a shared chat

  Someone wants to share a chat with you: what the two kinds of share mean and how to answer.

• Mentions, replies and hub changes

  When a colleague mentions you or replies to you in a hub, or changes your place in a hub.

• Checking what you sent

  The Sent box: a record of what you shared, who you invited and what you changed for others.

• Notification emails

  Which notifications also reach your inbox, what the email looks like, and which stay in Secretary.

• Release notes and What's new

  The window that tells you what changed after an update, and the full history under Updates.

Understanding your credits and limits.

• Your Usage at a glance

  Open Usage, pick a period, and read your totals, documents and storage.

• Where your credits went

  The charts and tables on Usage: per model, per feature and per persona.

• Warnings as you near a limit

  The heads-up you get at 80, 90 and 95 percent of your credits, storage or documents, and what to do about it.

• When you reach a limit

  What happens when your credits, storage or documents run out, and how to get going again.

• Usage across the organisation

  Totals for everyone, the plan's documents and storage, and a per-person table with each person's limit.

Managing your profile and security settings.

• Your account at a glance

  Open Account Settings and see what each card on it is for.

• Changing your name

  Update the name colleagues see, and who to ask about your email address.

• What Secretary remembers about you

  Read, edit and add to your memory in Account Settings, pause it, or clear it.

• Memory in your chats

  How Secretary saves and forgets things as you chat, and how to keep a chat out of your memory.

• Changing your password

  Set a new password from Account Settings, and what it does to your other sign-ins.

• If you forget your password

  Get a reset link by email and choose a new password.

• Where you are signed in

  See every browser signed in to your account, and sign out the ones you do not recognise.

• Skipping the sign-in code

  The verification code at sign-in, trusting a device for 30 days, and revoking that trust.