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Overview

Document Sets allow you to group logically connected documents into a single bundle. These can then be used as a filter when performing searches to control the scope of information Zortex searches over.

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Creating a Document Set

1

Navigate to Document Sets

In the Admin Panel, go to the Document Sets section.
2

Create New Document Set

Click New Document Set and provide a name and description for your document collection.New Document Set
3

Add Connectors

Select which Connectors should be included in this Document Set. You can combine multiple data sources into a single set.Add Connectors to Document Set

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Use Cases

  • Organized Knowledge: Group related content from different sources into a single collection.
  • Agent Creation: Assign entire document collections to Agents so they only reference relevant knowledge.
  • Access Control: Manage permissions at the document set level by associating sets with User Groups.
  • Search Filtering: Enable users to search within specific document collections.