Documents

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Intro

This article explains how to access Documents in Domo, create Document Collections by uploading files or connecting to a data source, enable Agent Knowledge for AI Search, search across your Documents, and use Documents from an Agent in Workflows, the AI Library, and Magic ETL.

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Required Grants

To access Documents, the following grants must be enabled for your role:

• Manage Documents — View, edit, and delete any Document Collections in this instance.
• Edit Documents — Create and edit Document Collections to which you have access.
• View Documents — View only for any Document Collections to which you have access.

Learn more about grants.

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Access Documents in the New Navigation

You can find Documents under Data and ETL in the mega-menu.

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Access Documents in the Traditional Navigation

You can find Documents in the Data Center under the new Documents icon in the left navigation. When you navigate to the Documents listing page, you see all Documents that you have access to. From this page, you can manage sharing and ownership, modify the name and description, and delete collections. If the Document is powered by a connector, you can invoke manual runs. You can either upload a document from your computer or bring in your documents via a connector.

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Create a Document Collection

There are two options to bring your unstructured data into Domo: upload files from your computer, or connect via one of our file connectors—Amazon S3, SFTP, GitHub, Google Drive, or Confluence, with more to come.

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Upload Files

Under the Create Collection menu, choose Upload. You can browse your computer and upload documents or folders into the system. You can also drag and drop files and folders from your desktop to the Upload dialog. When uploading a folder, you are prompted before continuing. If a filename contains invalid characters, you can choose to remove them or choose the suggested name. When updating an existing file, you can choose Replace or Keep Both. You can check the upload status of your files from the Upload details menu. From this menu, you can see the files In Progress, Completed, and Failed to upload.

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Connect to a Data Source

1. Choose the connector where your data is stored.
   
2. Select the appropriate authorized account, or use the simple connect wizard to create the account.
   
3. Add the appropriate connection details.
   
4. Set up the refresh schedule.
   
5. After uploading files or successfully connecting, specify the Document name and description, and then select Save.
   

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Manage a Document Collection

The Document Collection Details menu provides access to settings and actions for managing a collection. The options available depend on whether the collection is powered by a connector or by uploaded files.

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Manage a Connector-Powered Collection

From the Document Collection Details menu, you can enable or disable Agent Knowledge, edit the name and description, manually run the connector, manage sharing, change ownership, and delete a collection. The tabs allow access to see the individual files, connector settings, and run history.

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Manage an Uploaded Collection

From the Document Collection Details menu, you can enable or disable Agent Knowledge, edit the name and description, create folders, manage sharing, change ownership, and delete a collection. When uploading documents from your computer, you can use folder management to organize your files.

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Enable Agent Knowledge

After Agent Knowledge is enabled, you can search the contents of your documents from the listing tab. This also makes your documents accessible to Domo AI and allows AI Chat and other Agents to surface more accurate insights.

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Search Documents

From the listing tab, choose Search to find file name and description matches. Choose Agent Knowledge to search the contents of your files.

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Access Documents from an Agent in Workflows

Agents can fully use Documents as a Tool or Knowledge within the AI Agent Task inside Workflows.

1. From the Tools tab, select + Add Tools.
2. Search for “Documents” and select the DOMO DOCUMENTS package.
3. Choose the AI Search File Set method.

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Access Documents from an Agent in the AI Library

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Access Documents from an Agent in Magic ETL

Within Magic ETL, you can use a Document Collection as an input to other tiles, or read and write files into collections.

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FAQ