Summary
After logging in for the first time, you can begin by organizing your workspace and uploading documents.
Steps
- Log into CX+
- Create a folder to organize your documents
- Upload your first document
- (Optional) Create or run a question
- Review results
Recommended Setup
- Create folders by project or matter
- Use consistent naming conventions
- Start with a small test set of files
Next Steps
- Learn how to upload documents
- Explore AI question features
- Create a Question Bundle
Related Articles
- How do I upload documents?
- How do I create a folder?
- How do I write effective AI questions?