How to upload and manage documents in the Coolset platform?

In the Coolset platform, you can use our data library. This is a centralized hub where users can upload, organize, and manage key documents used across multiple surveys and compliance modules.

In the Data Library, you can:

• Create and manage documents

  • Upload files in various formats (e.g., XBRL, .csv, PDF)

  • Add context to each document with a name, description, and owner

  • Edit or delete documents as needed

  • Documents can be uploaded in bulk

• Access a centralized document hub

  • View all uploaded documents in a single, searchable interface

  • Quickly find documents by name

  • Documents can be stored in folders

• Track where documents are used

  • See which questions in your surveys reference each document

  • Click to navigate directly to the relevant questions

• Use your documents for auto-filling the platform

  • When a document is ready to be used for the AI-autofill feature, it will show "Added to knowledge" in the AI knowledge column

  • 📄 How to use Smart Autofills to speed up ESG reporting (beta version)

You’ll find the data library in the main navigation of your Coolset workspace. Start by uploading a file and assigning it a name and owner. From there, your documents will be accessible across all enabled compliance modules.