Associating Products to Documents
You must associate documents with products before ServiceMax AI can process them and make them available for knowledge retrieval.
 |
Documents without product associations trigger a warning, and are excluded from processing.
|
Use Case
When a technician asks a question during an installation, ServiceMax AI retrieves relevant information from the documents associated with the product. The AI surfaces images and diagrams from these documents to help the technician understand the installation steps and complete the task.
To associate products to documents, perform the following steps.
1. On the sidebar, click > .
The Knowledge Access page is displayed.
2. Click Add Document to upload a document to ServiceMax AI.
The Add Document window is displayed. For more information, see Connecting External Document Sources.
3. From the dropdown menu, select a document source. For example, OneDrive.
4. In the search bar, enter the document name. For example, field.
A table is displayed showing document metadata such as file name, size, source, last modified date, and view options.
5. Select the checkbox next to the required document and click Add documents.
The AI adds the document to the accessible documents list.
6. Click the document.
The Edit Document window is displayed with the selected document.
7. In the Products related field, enter the name of the product to associate with the document.
8. Select the required product and click Apply.
The AI console displays the document in the Documents accessible to ServiceMax AI section of the Knowledge Access page.
|
|
• A document can be associated with multiple products.
• A document can also be tagged to a Product Family or a Product Line.
|
9. Click Save to finalize the association.
The system processes the document and disables editing, deleting, and source disconnection during this time. After processing, the document becomes available for AI‑powered retrieval.