# Document Management

{% hint style="warning" %}
**Important Note**: Uploaded documents cannot be deleted from the system. If a document must be removed for compliance, privacy, or other business reasons, contact the Chatlyst team at <hello@chatlyst.io>.
{% endhint %}

### Document Status

* When a document has no pending training items and is considered clean, the document tab is highlighted in light green.
* When there are pending training tickets, the document tab is highlighted in light yellow.

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***

### Expand Menu

Select the **expand menu (arrow-down icon)** to open Document Details and review information at a glance.

<div data-with-frame="true"><img src="/files/f5639a3befd25f9a1db5a4a7f63d387de0a482fa" alt=""></div>

<div data-with-frame="true"><img src="/files/80696ae9130e46bdf9cb1321f187a0d122f337f6" alt=""></div>

***

### Upload New Version

Select **Upload New Version** to replace an existing file with an updated version. The button is labelled **Upload** the first time a document is added. After a template is uploaded once, the label changes to **Upload New Version**.

{% hint style="warning" %}
**Important Note**: In most cases, use [**Train Document**](/chatlyst-user-guide/train-and-test-bot/train-documents.md) to address pending training tickets. Use Upload New Version only when uploading a document for the first time or when a full replacement is required and the correct, up-to-date file is ready.
{% endhint %}

<div data-with-frame="true"><img src="/files/899b34552b7b6942d2058d2501090299fdfc6701" alt=""></div>

***

### Train Document

Train a document to improve how Chatlyst responds based on the content in that file.

1. Select the document that requires attention.
2. Select **Train Document**.
3. Review pending tickets in the Training Panel.
4. The Training Panel will open, where pending tickets can be reviewed.&#x20;

{% hint style="info" %}
For a full step-by-step guide, follow [Train Documents](/chatlyst-user-guide/train-and-test-bot/train-documents.md).
{% endhint %}

<div><img src="/files/47fae5e0142cc8243fc63186ed3df7370041b9b1" alt=""> <figure><img src="/files/SvwrU4QNgRhW8THxieB0" alt=""><figcaption></figcaption></figure></div>

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### Version History

Select the **History (anti-clockwise** **icon)** to open Version History. Each version is listed for review.

<div data-with-frame="true"><img src="/files/0785cff15c0246b2554acfd490d7119c830030a5" alt=""></div>

In the Version History window, select **Preview (eye icon)** to preview a version. Select **Activate** to replace the current document with the selected version.

{% hint style="warning" %}
Proceed carefully and confirm the correct version before selecting **Activate**.
{% endhint %}

<div align="center" data-with-frame="true"><img src="/files/a1c5b4a14bfccd561193cc52e614220bb05f2801" alt="" width="375"></div>

***

### Preview and Download

Select **Preview (eye icon)** on a template to review the document before downloading or uploading a new version.

* In the preview window, review the full content.

<div data-with-frame="true"><img src="/files/7ef7e13282e0d3dc1ce129e8315755acdfecf70c" alt=""></div>

* Select **Download** to save a copy of the template to your device in .txt format.

<div data-with-frame="true"><figure><img src="/files/bnRan4u87VEsSUuamz4n" alt=""><figcaption></figcaption></figure></div>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://chatlyst.gitbook.io/chatlyst-user-guide/business-knowledge/document-management.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.