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How to Add a Document

K
Written by Kay Chen

You can add a document to Composer in 3 ways.

Add Documents from Your Local File

  1. Log into Certara.AI Composer

  2. Click on the Plus sign in the Sources pane

  3. Browse to the location of the file or folder you want to upload and select it

  4. Click Open

    You will see that the document is uploading with the status window at the lower right-hand corner of the Sources pane.

    Once the upload is complete, you will see a popup indicating that the file upload was successful and the status bar will also indicate that the upload was completed.

Drag and Drop

  1. Log into Certara.AI Composer

  2. Browse to the location of the file or document you want to upload

  3. Click and drag the file or folder to the Sources Pane

Search

  1. Log into Certara.AI Composer

  2. Click in the search box under Sources

  3. Enter a Search Term in the search box, then press Enter/Return

  4. Click the Document icon (with a plus sign) next to the name of the document from the Search Results tab

    Once the document is added to the Source pane, the document icon will turn green.

💡Pro Tip - If you do not enter a search term, all previously uploaded documents will appear in the Search Results tab.

Video Tutorial

How to Add a Document

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