The Copilot works your library

What moves

Copilot searches and reads documents, access lists and storage figures and, after you confirm, creates folders, manages access and share links and restores files, always within each file's own access rules.

Before you start

• Documents and AI Copilot in your plan
• An AI provider set up for your company
• The user holds the matching documents permission

Step by step

1. Documents userAI Copilot

   Asks the Copilot to find the signed 2025 villa lease.

   You see:The matching documents are listed, limited to files the person may read.

2. SystemDocument Management

   Checks the access list of each document before it is shown.

   You see:A document the person cannot see is reported as not found.

3. Documents adminAI Copilot

   Asks the Copilot to share one document with the finance team.

   You see:A card shows the access change and waits for Run.

4. Documents adminDocument Management

   Presses Run.

   You see:Access is granted in Documents exactly as if done on the document's sharing screen.

Related

• AI Copilot
• Document Management
• The Copilot works your order desk
• The Copilot works your pipeline and your records
• Turn an answer into a chart in Diagram Studio
• Vendor bills are loaded by one person and approved by another
• A heavy user hits the limit and an admin raises it
• Connections between modules