Question My clients need to upload documents for the AI coach to reference during sessions. How do I enable this?

Answer Excellent question about document integration! Here's how to enable and optimize document uploading for your coaching sessions: Document integration workflow: Enabling document uploads: • Navigate to "Session Settings" > "Resource Management" • Toggle "Document Upload" to "Enabled" • Set appropriate file type permissions (.pdf, .docx, .xlsx, etc.) • Configure maximum file size limits (default: 25MB) • Choose between "Client-Initiated" or "Coach-Requested" upload flows Document processing options: • Select "Processing Depth" (Basic, Standard, or Deep Analysis) • Enable "Key Information Extraction" for automatic highlighting • Set "Privacy Handling" for sensitive information • Configure "Document Retention" policies • Enable "Multi-Document Correlation" for connecting insights across files Integration into coaching sessions: • Use "Document Referencing" tools during live sessions • Enable "Smart Citations" to connect advice to specific document sections • Implement "Document-Based Questions" for guided exploration • Set up "Assessment Templates" for standard document types • Configure "Action Item Extraction" from uploaded materials 🔍 Pro tip: For recurring document types (like weekly progress reports), create "Document Templates" that clients can download, complete, and upload for consistent formatting and easier AI analysis.