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Document Preview helps you inspect a document before you activate it or after you update it. Use preview to confirm that the assistant will have the right information available.

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Open a document preview

  1. Open Reference Documents for the selected domain.
  2. Find the document in the list.
  3. Select the document.
  4. Choose Preview.
Preview is available when a single document is selected.

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What preview shows

The preview page can show:
  • Document title
  • Source type
  • Source details when available
  • File size when available
  • Created date
  • Readiness status
  • Active or draft status
  • Document content
Use these details to confirm that you selected the correct document and that it is ready for use.

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Editing document content

Some document types can be edited from preview. If editing is available, update the content and save your changes. Use editing for small corrections such as:
  • Fixing wording
  • Removing outdated paragraphs
  • Clarifying a policy
  • Correcting a link or reference
For larger changes, it may be better to update the original document and upload or import the new version.

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Read-only documents

Some imported documents are read-only in Uppzy. For example, a document managed from Google Drive may need to be updated in Drive first, then refreshed in Uppzy. If a document is read-only, use the source system to make changes and then re-sync or re-import it when available.

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Empty or unreadable preview

If the preview is empty or does not show the expected content:
  1. Confirm that the original document contains selectable text.
  2. Check whether the document is still being prepared.
  3. Try a clearer file format such as a text document or Word document.
  4. Replace scanned image-only PDFs with text-based versions when possible.
  5. Keep the document as draft until the preview looks correct.

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Preview checklist

Before activating a document, confirm that:
  1. The preview content matches the document you intended to add.
  2. The text is readable and complete enough for visitor questions.
  3. Outdated sections have been removed.
  4. Conflicting instructions have been resolved.
  5. Sensitive private information has been removed.
  6. The document is ready before it is made active.