Documents¶

The Documents section in VIA Online is a centralized PDF library shared across your entire organization. All users can search and view documents. Administrators can upload, connect, and manage the library.

Searching documents¶

Use the search bar to find documents by keyword or topic. VIA Online uses semantic search — you can describe what you're looking for in plain language rather than needing exact keywords.

Click a result to view the document. Click a specific passage to open it at that page.

Uploading documents (admins only)¶

Administrators can upload PDFs directly from the Documents section:

Click Upload (or Add Document).
Select one or more PDF files.
Wait for indexing to complete — typically under a minute per document, longer for large files.

Once indexed, the document is immediately searchable and available in Chat for all users.

Connectors (admins only)¶

VIA Online supports automatic document ingestion from external sources via Connectors. Supported sources include:

Google Drive
Confluence
File system / direct upload
Other sources configured by your deployment

Configure connectors in the Admin panel. Connected sources re-index automatically on a schedule.

Document sets¶

Admins can group documents into Document Sets and assign them to specific Personas. This scopes a Chat persona to only draw from relevant documents — for example, a "PGX Series" persona that only references PGX manuals.