Document Management

Documents in Valiro help you organize files and resources related to your projects and organization.

Document Scopes

Documents can be attached at different levels:

Organization Documents

• Available across all projects
• Company-wide resources and policies
• Shared templates and references

Project Documents

• Specific to a single project
• Project plans, specifications, contracts
• Accessible to project team members

Work Package Documents

• Related to specific work packages
• Detailed instructions, drawings
• Task-specific resources

Uploading Documents

When uploading, you can:

• Add files via drag and drop
• Add a title and description
• Categorize by type
• Set the document scope

Semantic Search

If your organization has RAG features enabled:

• Search documents by meaning, not just keywords
• Find relevant content across all documents
• Get AI-powered answers based on your documents

Tip

Use descriptive titles and add context in descriptions to make documents easier to find later.

Supported File Types

Common supported formats include:

• PDF documents
• Images (PNG, JPG)
• Office documents (Word, Excel)
• Text files