# Step 1 - View the Bot Settings Click [Home] from the left hand side menu to access your [Dashboard]. Click to open a bot from the the "Your Bots" section. *If you haven't created a Bot yet, read this[Quick Start Guide](doc:quick-start).*

# Step 2 - Upload Files 1. Click the [Sources] tab, then click [Spreadsheets]. 2. Click the \[upload button] to upload file/s or drag and drop the file/s to the upload box.

### Supported files are: CSV or Excel files with 1 sheet up to 5 MB in size * Simply add the links on the spreadsheet, 1 link per row. * Make sure there is only 1 sheet in the file

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`} # Step 3 - Upload & Train Click [Upload and Train]

# Step 4 - View the Status of Uploaded Files Click the [Spreadsheets] tab and view the status of the uploaded file/s if it's waiting, processing, and trained.

# Step 5 - Configure the File Settings ## Pause File Usage Click the \[3-dot] icon, then click [View Details]. Then toggle ON to temporarily pause file usage as a data Source for your Bot.

## Enable or Disable File Visibility as Reference Toggle ON to set the file to be shown as a reference on your chatbot's responses

# Rename the file 1. Click the \[3-dot] icon, then click [View details] to open the file settings 2. Click \[edit], then edit the file name 3. Click [Save]

# Delete the uploaded file * Click the \[3-dot] icon, then click [Delete] * You can also click [View details] to open the file settings, then click [Delete]

# View Extracted Data To quickly view the extracted data to verify the contents of the file you've uploaded, click the [Extracted Data] tab from the file settings panel.