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Getting Started with Document IQ

Ask questions about your uploaded documents and get instant AI-powered answers with source citations. Find information in SOPs, compliance docs, and training materials without manual searching.

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Written by Customer Success
Updated over a month ago

Getting Started with Document IQ

Document IQ is your intelligent assistant for searching through uploaded documents. Ask questions in plain English and get answers instantly, complete with references to the exact documents where the information was found.

🎯 Why This Matters

Finding specific information buried in SOPs, compliance documents, and operational manuals can take hours of manual searching. Document IQ changes that.

  • Save time - Get answers in seconds instead of searching through dozens of documents manually

  • Stay compliant - Quickly find regulatory requirements and procedures when inspectors ask questions

  • Train new staff faster - Let team members ask questions and learn from your existing documentation

  • Never lose information - All your uploaded documents become searchable and accessible

Overview

Document IQ uses artificial intelligence to understand your questions and find relevant answers from your uploaded documents. Simply type a question like you would ask a coworker, and Document IQ searches through all your PDFs and Word documents to provide a helpful response.

Every answer includes citations showing exactly which documents the information came from, so you can verify the source and read more context if needed.

Before You Begin

Make sure you have everything ready to start using Document IQ effectively.

Prerequisites:

  • You need the Document IQ Access permission enabled for your user role

  • Documents must already be uploaded to GrowerIQ (PDF or DOCX format)

  • Your facility administrator may need to enable this feature for your organization

Supported Document Types

Format

File Extension

PDF Documents

.pdf

Microsoft Word

.docx

🚀 Getting Started

Start asking questions about your documents in just a few simple steps.

Step 1: Navigate to Document IQ

  1. Click on Uploads in the main navigation menu

  2. Select Document IQ from the dropdown

Step 2: Ask Your First Question

  1. You will see a chat interface with a text input field at the bottom

  2. Type your question in plain English

  3. Press Enter or click the send button to submit your question

Step 3: Review the Answer

  1. Document IQ will search through your uploaded documents

  2. An AI-generated answer will appear in the chat

  3. Look for source citations below the answer to see which documents were referenced

  4. Click on any citation to learn more about where the information came from

Step 4: Ask Follow-Up Questions

  1. Continue the conversation by asking related questions

  2. Document IQ remembers the context of your conversation

  3. Be specific to get more detailed answers

💬 Example Questions

Here are some examples of questions that work well with Document IQ, organized by common use cases.

Standard Operating Procedures

  • "What is the procedure for cleaning the drying room?"

  • "How do I calibrate the pH meter?"

  • "What are the steps for receiving new inventory?"

Compliance and Regulations

  • "What are our requirements for visitor sign-in?"

  • "How long must we retain sales records?"

  • "What temperature should the vault be maintained at?"

Training and Onboarding

  • "What PPE is required in the cultivation area?"

  • "Who do I contact for IT support?"

  • "What are the emergency evacuation procedures?"

Quality Assurance

  • "What are the acceptance criteria for incoming trim?"

  • "How do I document a product defect?"

  • "What is the quarantine process for failed batches?"

Tip: The more specific your question, the better the answer. Instead of asking "Tell me about harvesting," try "What is the maximum time between cutting and hanging plants during harvest?"

✨ Tips and Best Practices

Get the most out of Document IQ with these recommendations.

Ask Specific Questions

Detailed questions get better answers. Include relevant context like department names, equipment types, or specific processes you are asking about.

Instead of...

Try asking...

"How do I package?"

"What is the step-by-step process for packaging dried flower into 3.5g containers?"

"What about safety?"

"What safety equipment is required when handling pesticides?"

"Tell me about inventory"

"How do I perform a cycle count in the vault?"

Use Follow-Up Questions

If the first answer does not fully address your needs, ask follow-up questions to dig deeper. Document IQ maintains context throughout your conversation.

Check the Sources

Always review the cited sources to verify information and get additional context. The citations show you exactly where Document IQ found its information.

Upload Relevant Documents

Document IQ can only search documents that have been uploaded to GrowerIQ. Work with your administrator to ensure all important SOPs, manuals, and compliance documents are uploaded and available for searching.

Important: Document IQ provides helpful information based on your uploaded documents, but always verify critical compliance or safety information with your supervisor or compliance team before taking action.

❓ Troubleshooting

Having issues? Here are solutions to common problems.

I cannot access Document IQ

If you do not see Document IQ in the Uploads menu:

  • Contact your facility administrator to verify you have the Document IQ Access permission

  • Check that Document IQ is enabled for your organization

  • Try logging out and logging back in to refresh your permissions

Document IQ says it cannot find relevant information

This usually means the documents containing that information have not been uploaded yet:

  • Verify the document you need has been uploaded to GrowerIQ

  • Check that the document is in PDF or DOCX format

  • Try rephrasing your question using different keywords

  • Contact your administrator to upload additional documents

The answer does not match what I expected

  • Check the source citations to see which documents were used

  • Try asking a more specific question with additional context

  • Verify that the most current version of the document has been uploaded

The response is taking a long time

  • Complex questions searching many documents may take a few extra seconds

  • Check your internet connection

  • Refresh the page and try again if the response seems stuck

Need more help? Contact GrowerIQ support if you continue to experience issues with Document IQ.

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