Documents & Folders
Chatting about files and folders
Start a chat, or ask one quick question, that answers only from the files you pick.
Step 1
Chat about one file
Right-click a file in the Documents list and choose Chat about this file.
Board packs
6 files
Q3-Report.pdf
Budget.xlsx
Step 2
Or from the file's page
On a file's own page, press the chat button next to the pin and Download.
Step 3
Ask your question
A new chat opens with the file already attached above the message box. Type your question and send it; the answer comes from that file. Press × on the file to remove it, or add more with the folder button.
Press Enter to send, Shift+Enter for new line
Step 4
Chat about several files
Select several files and press Start Chat in the tray at the bottom. Right-clicking one of them while they are selected offers Chat about 2 selected files, with the number you picked.
Step 5
Chat about a folder
Right-click a folder and choose Chat about this folder. The new chat starts with the folder attached and answers from what is in it.
Board packs
6 files
Q3-Report.pdf
Budget.xlsx
Step 6
Ask one quick question
Ask about this folder, on the same menu, opens Ask Secretary instead of a chat. The question is scoped to that folder; press × on Scoped to to search all your documents. Type your question and press Ask.
Ask Secretary
Get instant answers from your organization's documents
Claude Sonnet 5Step 7
Keep going in a chat
The answer appears below your question. Copy it, save it as a document, or export it with the buttons in its header. Continue as chat turns it into a normal chat so you can ask follow-ups. The arrow on the left asks another question.
When is the next board meeting?
Try it in Secretary, or create an account to get started.
Related guides
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.