# Sharing your material

> How to give your office your catalogue, price list and other business material, and what it does with each kind.

An office that has never seen your price list will write a quote that guesses. An office that has
your catalogue writes one that is right. The half-hour you spend handing over material is the
difference between the two, and it is the highest-value half-hour in this whole guide.

## What is worth sharing

In rough order of what it changes:

1. **Your price list.** Nothing else moves quotes from plausible to correct.
2. **Your catalogue or service list** — what you sell, in your own words, with the distinctions
   that matter to you.
3. **Your terms** — delivery times, payment terms, warranty, anything a customer asks before
   buying.
4. **Anything you find yourself typing twice.** If you have explained it to your office once in
   conversation, it is written down. If you explain it to customers every week, it belongs here
   as a file.

You do not need to prepare any of it. Send what you have, in the shape you have it.

## The way that works today: send it in the conversation

Attach the file to your conversation with your CEO and say what it is. That sentence matters more
than the file name — *"this is our price list, the second column is the trade price"* teaches your
office something a spreadsheet alone does not.

From the **Knowledge** page you can jump straight there with **Attach files in chat**. Everything
you send shows up on that page under **Ingest**, with its state: **Queued**, **In progress**,
**Ingested**, **Failed**, or **Partly ingested**.

**Partly ingested** deserves a word. It means the file arrived but could not be fully read —
usually a scan or an image-heavy document. The page then tells you the way through: paste the
text into the conversation, or send a text-based copy of the document. Your office does not
quietly pretend it read something it could not.

## Connecting a place your files already live

The Connectors page has a **Knowledge sources** block above the departments. It belongs to your
whole office rather than to any one department, and it is for the case where your files already
sit somewhere and you would rather not send them one by one.

What it offers depends on what is switched on for your office:

- **Upload a file I should watch** reads **Coming soon** today, with the page's own words beside
  it: *there is nothing to connect yet*. When it arrives, this is how you hand over a file and
  ask your office to keep watching it.
- **Google Drive**, where it is offered, connects your drive and lets you pick which files your
  office may see. Where it is not offered, the page says so on the row rather than failing when
  you press the button. **Learn more** beside a row opens what that connection can and cannot do
  — and where the detail has not been written yet, it says that too instead of inventing it.

Picking a folder shares the files in it **as they are today**. When you add new ones, use **Check
for new files** so your office sees them. That is not a limitation anyone hid from you; it is
printed beside the picker.

Once a file is shared, its row can carry **Use as price list**. Marking one file that way tells
your office which document to trust for prices when it writes a quote — worth doing the moment
you have shared it.

Disconnecting clears your picked-file selection. Your own files are never touched.

## What happens to what you share

It is read, written into your office's own record, and used when your office answers you or
writes something for you. You can read that record yourself on the **Knowledge** page, under
**What your CEO knows**.

It stays inside your office. It is not shared with other businesses, and sharing a file with your
office is not the same as publishing it — the material your website visitors may see is chosen
separately, page by page, and you approve that list yourself.

If something in the record is wrong, tell your CEO in conversation. That is the correction
procedure, and it is deliberately the same one you would use with a colleague.