IAM.Docs user manual

Screen-by-screen instructions, exact controls, safe examples, CLI/API alternatives and recovery paths for IAM.Docs.

Start with the section that matches the label in the application. Each page explains what the screen does, what to click, which value to enter, how to verify success and how to recover without duplicating an operation.

Documented surfaces

  • Document chat — Queries the selected knowledge scope and returns answers with verifiable citations.
  • Chat history — Searches, filters, pins and opens previous sessions inside the permitted tenant scope.
  • Document catalog — Shows ingested documents, tags, processing state, page count and search availability.
  • Document upload — Accepts PDF/office files and selects OCR/processing profile, tags and workspace before indexing.
  • Processing queue — Shows upload/OCR/chunk/index stages, progress and retryable or terminal errors.
  • Knowledge workspaces — Isolates documents, chats, saved searches and permissions by workspace.
  • Analytics — Shows queries, latency, answer quality, routed skills, knowledge modes and usage over a period.
  • Admin: overview — Summarizes users, tenants, documents, processing and key administrative signals.
  • Admin: access — Manages users, invitations, roles and access to knowledge scopes.
  • Admin: authentication — Configures local sign-in, OIDC/OAuth/SSO and IAM.Docs callback URLs.
  • Admin: tenants — Creates and configures IAM.Docs tenants, plans/limits and data boundaries.
  • Admin: scenarios — Versions analytical scenarios, required inputs, tools and output contract.
  • Admin: prompts — Manages versioned prompt files and links them to scenarios without storing secrets.
  • Admin: taxonomy — Manages tags, entities and classification taxonomy for documents and answers.
  • Admin: GraphRAG — Configures graph extraction, entity/relation schemas, rebuild and GraphRAG retrieval.

Application

https://app.iamdocs.ru

How to use Document chatQueries the selected knowledge scope and returns answers with verifiable citations. How to use Chat historySearches, filters, pins and opens previous sessions inside the permitted tenant scope. How to use Document catalogShows ingested documents, tags, processing state, page count and search availability. How to use Document uploadAccepts PDF/office files and selects OCR/processing profile, tags and workspace before indexing. How to use Processing queueShows upload/OCR/chunk/index stages, progress and retryable or terminal errors. How to use Knowledge workspacesIsolates documents, chats, saved searches and permissions by workspace. How to use AnalyticsShows queries, latency, answer quality, routed skills, knowledge modes and usage over a period. How to use Admin: overviewSummarizes users, tenants, documents, processing and key administrative signals. How to use Admin: accessManages users, invitations, roles and access to knowledge scopes. How to use Admin: authenticationConfigures local sign-in, OIDC/OAuth/SSO and IAM.Docs callback URLs. How to use Admin: tenantsCreates and configures IAM.Docs tenants, plans/limits and data boundaries. How to use Admin: scenariosVersions analytical scenarios, required inputs, tools and output contract. How to use Admin: promptsManages versioned prompt files and links them to scenarios without storing secrets. How to use Admin: taxonomyManages tags, entities and classification taxonomy for documents and answers. How to use Admin: GraphRAGConfigures graph extraction, entity/relation schemas, rebuild and GraphRAG retrieval. IAM.Docs: CLI and APICopy-safe command examples, expected results and recovery rules for IAM.Docs.