Documents Library

Modified on Tue, 8 Apr at 7:10 PM

Description

The Documents Library is a central hub in the Contesimal platform that enables users to upload, organize, edit, tag, and search through various forms of content—such as podcasts, articles, transcripts, and more. It is a powerful tool that supports Contesimal’s mission to help users organize, contextualize, and monetize their content by enriching media files with searchable metadata, themes, topics, audiences, and AI tagging.

This feature streamlines content management for creators and publishers by providing detailed editing controls, batch processing, metadata enhancement, and AI-driven classification—all within a clean, user-friendly interface.

How to Use the Documents Library

Step 1: Uploading Content

Click the “Upload” button (top-right corner).
In the Import Content modal, choose one of four ingestion methods:
- Upload Documents (drag & drop or browse files manually).
- WordPress Import (bulk pull content via URL).
- Bulk Imports (via CSV) for importing large libraries (1,000+ docs).
- (Coming Soon) Audio File Upload.

Step 2: Viewing and Navigating Documents

Once uploaded, your documents will appear in the Documents Library list.
- Columns include Title, Content Type, Theme Packs, Topics, Audiences, Tags, and Upload Date.
- You can click the drop-down arrow next to a document to expand and preview details.

Step 3: Editing Metadata

Click the pencil icon ? to open the Edit Document Metadata modal.
Here you can:
- Upload or change the cover image.
- Modify the Title and Description.
- Set the Content Date and Content Type.
- Choose a Format Type (e.g., Interview Transcript, Audio Script).
- Review or edit AI-generated Tags for:
  - Podcast Themes
  - Topics
  - Audience Segments

Step 4: Tagging and Categorization

Use the User Tags (via the “Edit” button under User Tags) to apply custom labels like “CEO Interview” or “Full Stack Leader Podcast”.
Themes, Topics, and Audience categories are color-coded for easy visual grouping and filtering.

Step 5: Filtering and Searching

Use the top bar to filter by:
- Date Range
- Theme
- Topics
- Audience
- Tags
Use the search bar (top-right) to look up documents by titles, tags, or other details.

Step 6: Batch Actions

Select multiple documents using the checkboxes to:

Delete them in bulk.
Export Metadata.

Troubleshooting & Tips

Issue	Explanation	Solution
Upload Fails	The document might be too large or unsupported.	Make sure each file is under 3000 words or contact support for CSV imports.
AI Tags Seem Inaccurate	AI may misinterpret themes or context.	Manually edit themes, topics, and audience tags via the metadata editor.
Search Returns Too Many Results	Broad filters might be in use.	Use more specific filters like date, audience, or exact tags.
Accidental Deletion	Deleting is irreversible.	Always double-check selections before bulk deleting.
Cannot Upload Audio Yet	Audio file support is still in development.	Check back for updates or use transcripts in the meantime.