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The Library
The Library is Escouade’s document management: every file is filed in the folder of its deal, read, scans included, then found again by what it says. A question finds its answer, and cites the file.
Every file in its place
An attachment arrives with its email: Escouade classifies it, attaches it to the deal and the contact it concerns, and files it in the right folder. What it cannot settle becomes a proposal, in ingestion. You can also upload your documents yourself.
Read, scans included
Escouade reads PDFs, scanned or not, Word, Excel, PowerPoint and OpenDocument files, CSVs and email attachments. Reading runs on our server, in a queue: what you upload goes before background work, and a large import takes a few days instead of being refused.
The quality of a scan blocks nothing: a plan, a scanned table or an almost blank page is read, classified and filed. A "Scan quality to check" alert then names the pages and the reason (almost empty page, hard-to-read text, amount to check, scanned table of figures), on the document’s record and in the assistant’s answers.
On the paid sizes, reading files and searching by meaning are not limited; only storage depends on the size (5, 20 or 50 GB). On Free, the trial reads about fifty pages, then credits take over, with 500 MB of storage.
Find by content
Search finds by exact words as well as by meaning. "What delivery time did we agree?": the answer cites the file and the passage, and the document opens in one click.
Rights
Each person only sees the documents within their scope: those their role reads, those of the mailboxes they read, those shared with them. The answers of the chat and of assistants respect the same rights. See Access and roles.
Sources
In the Library, Options › Sources shows where documents come from, and when each source was last read.
- Google Drive for the workspace: a Drive connected for the whole company synchronises the folders you choose. A file joins the deal whose code appears in the name of one of its folders, in a sub-folder named after yours; a folder with no known deal code keeps its path. Each document says where it came from ("Google Drive · Folder/File.xlsx").
- The master context: from its page, "Connect Google Drive", then the folders to synchronise. The exports your management software drops there every day arrive on their own, about ten minutes after they are updated. An export dropped again under the same name stays the same document, with a new version: nothing piles up, the history is kept. You choose which roles can read them.
- Google Drive for me: a personal Drive is read in your own chat; it never synchronises to the workspace.
- Escouade Tools: what you save in a Tools tool arrives in the "Tools" folder, under your rights; each tool reopens its files from the Library.
A source is shared with chosen roles, rather than with the whole workspace or no one.
Where documents are kept
Online, each workspace keeps its documents in its own storage, in France, within the limit of its size. With Escouade hub, they stay on your server.