A Document Library stores files related to your application. With AI-assisted creation, you can describe the documents you want to manage and the information you need to track, then review the proposed configuration before creating the library.
For example, you can create a library for supplier contracts, project documents, or internal policies.
Before You Start
Open the application where you want to create the Document Library. Make sure you have permission to add application resources.
Before writing your request, consider:
What types of documents will the library store?
What information should users record for each document?
Which fields should be required?
What categories or status options will help organize the documents?
Step 1: Open New Application Resource
In your application, click Add resource (+) to open New application resource.
In the Create with AI area, select Document library as the resource type.
Step 2: Describe Your Document Library
Enter a description of the library you want to create.
Include its purpose, the information to track, and any important field requirements.
For example:
Create a document library named Supplier Contracts to store supplier contract files. Include Supplier Name, Contract Number, Contract Category, Effective Date, Expiration Date, Contract Owner, Contract Status, and Notes. Contract Category should include Materials, Equipment, and Services. Contract Status should include Draft, Active, Expired, and Terminated. Make Supplier Name and Contract Number required.
For better results, provide the following details:
Detail | What to include |
Library name | A clear name, such as Supplier Contracts |
Purpose | The documents the library will store |
Document information | Fields used to describe and manage each file |
Field types | Dates, text, choices, or other appropriate field types |
Required fields | Information users must provide |
Choice options | Values for categories, statuses, or other selection fields |
Click Start with AI to submit your request.
Step 3: Review the Implementation Plan
AI analyzes your requirements and prepares an Implementation Plan.
Review the proposed library configuration before confirming creation. Check that the plan includes the information needed for your document management scenario.
Review area | What to check |
Library identity | The name and purpose match your requirements |
Fields | Required document information is included |
Field types | Each field uses an appropriate type |
Required settings | Mandatory information is identified correctly |
Choice options | Categories and status values are complete and accurate |
If something needs to change, explain it in the conversation.
For example:
Add a Renewal Notice Date field. Keep Supplier Name and Contract Number required, and add “Under Review” to the Contract Status options.
Review the revised plan before proceeding.
The Document Library is created only after you confirm the Implementation Plan.
Step 4: Confirm and Create the Library
When the plan meets your requirements, confirm it in the AI conversation.
AI creates the Document Library based on the confirmed plan. Follow any additional setup prompts shown in the interface.
When creation is complete, open the library using the resource link provided in the conversation.
Step 5: Check the Created Library
Open the Document Library and review its configuration.
Check that:
The library name is correct.
The expected fields are available.
Field types and required settings match your requirements.
Category and status options are correct.
Before sharing the library with users, review its access permissions and complete any additional configuration your business needs.
Creating the library does not upload your business documents. Upload your files after checking the configuration.
Step 6: Upload and Organize Documents
Use the Document Library’s file upload options to add documents.
Enter the relevant information for each file, such as its supplier name, contract number, status, and expiration date.
Where appropriate, create folders to organize documents by project, supplier, department, or another structure that suits your business.
Upload a sample file first and check that users can enter and view the required document information.
Continue Refining with Ask AI
After creation, use Ask AI to return to the original saved conversation and request further changes.
For example:
Add a Department field to identify the team responsible for each contract.
Or:
Add “Pending Signature” to the Contract Status options.
Review the proposed changes and any resulting configuration before using the updated library.
Tips for Better Results
Describe Document Information Clearly
Distinguish the files you want to store from the information you need to record about them.
For example:
Store signed supplier contracts and track supplier name, contract number, effective date, and expiration date.
Specify Important Field Types
If a field has a clear purpose, state its type.
For example:
Use date fields for Effective Date and Expiration Date, and a choice field for Contract Status.
Provide Choice Values
List the options users should select rather than asking AI to infer them.
For example:
Document Category should include Contract, Certificate, Proposal, and Other.
Separate Storage Requirements from Automation
If you also need expiration reminders, approvals, or other automated actions, treat them as additional configuration. After creating the library, configure and test the relevant workflow separately.
Frequently Asked Questions
Does AI create the library immediately after I submit my request?
No. AI first prepares an Implementation Plan. Review and confirm the plan before the library is created.
Can I change the fields before creation?
Yes. Explain the changes in the conversation and review the revised plan before confirming it.
Will AI upload my documents?
Creating a Document Library sets up the resource. Upload your business files separately after reviewing the library.
Does adding an expiration date automatically create a reminder?
No. A date field stores information. Configure a separate workflow if you need reminders or other actions based on that date.
Can I continue modifying the library after creation?
Yes. Use Ask AI to return to the saved conversation and describe the changes you need. Review the result before using the updated configuration.