# Document Center

## **How to add document?**

1. Go **Documents** from the sidebar
2. Click on **Add Document**
3. Give the document a name, tag it to an investment and categorize it (you can create a new category too). This step is optional.

## **How to add multiple document?**

1. Go **Documents** from the sidebar
2. Click on **Bulk Upload**
3. Tag the document to an investment (optional)

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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.tactyc.io/portfolio-management/document-center.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.