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Documents

Documents are non-data assets created from a file. This includes PDF, DOC, image files, and everything other than CSV, XLS, JSON, and Parquet files, which are turned into datasets.

Documents can be described, tagged, followed, and downloaded. Documents can also be referenced in Neebo Workspaces to provide quick access to documentation and procedures needed for an analytic project.

Add a document#

Add a document to Neebo using the 'Add new' button button from the Neebo home page, or the 'Add' button button from a workspace.

When adding from inside a Workspace your document will first be added to Neebo as an asset and then a reference to that asset will be added to your Workspace. See "Add to Neebo: Document and "Workspace: Add Document references" for complete instructions.

Management buttons#

Buttons at the top of the document details page let you:

  • 'Add to Workspace' button add the document to one or more other Workspaces
  • 'Download' button download the document
  • 'Change Ownership' button change ownership to another user (owner only)
  • 'Context menu' button context menu (includes Delete option)

Download#

From the document's detail page, download using the 'Download' button button. On every other page where you see the document's name, click on the context menu and select the "Download" option.

Change ownership#

A document's owner or Neebo Administrator can transfer ownership to another user using the 'Change Ownership' button button on the document details page. The new owner inherits all ownership permissions and by default becomes a follower on the document.

The new owner and anyone previously following the asset will receive an Activities message about the change of ownership. Administrators will only receive an Activities message if they have followed the Document before they change its ownership.

Metadata#

The document detail page displays user and machine-created metadata to help you better understand where a document comes from, what it contains, and how it is being used in Neebo.

Metadata fields

Name#

The name can be up to 100 characters long. Names cannot start with a space or underscore (_), and cannot contain the backtick character (`).

Workspace#

Lists all the Workspaces where this document is referenced. Click on any of their names to be taken to that Workspace.

Source#

Indicates how this document was added to Neebo.

Description#

The description can be up to 400 characters long. This is a great place to explain why and when someone should download the full document.

Tags#

Tags help quickly identify, search, and categorize assets in Neebo. Add some here to make this document easier to find and easier to tell apart from the rest of your related work. A tag can be up to 80 characters (spaces are not allowed). Clicking on a tag launches a search for all assets with that tag in Neebo.

Type#

Shows the file type for this document, based on the file's media type (previously MIME type).

Following#

Shows the number of users following the document and is also a toggle button so that you can follow/un-follow the document.

Delete a document#

Only the owner or Neebo Administrator can delete a document from Neebo, and only if it is not referenced in any Workspaces. Delete a document by clicking the 'Context menu' button button from a document's detail page and selecting the "Delete" option. Click "Delete" in the confirmation dialog to permanently delete the document from Neebo.