From first boot to your first cited answer

Start with a small, non-sensitive document you know well. The aim is to confirm the network, indexing, and citation workflow before introducing a larger library or confidential records.

Connect and sign in

1. Connect the appliance to power and your local network using the setup instructions supplied for your unit.
2. From a device on that same network, open the box's local address. Provisioned units use the hostname assigned during preparation; the staff guide shows the address format.
3. Complete the first-run screen and set a strong administrator password. Do not reuse a temporary password for daily work.
4. If the unit is still completing first boot, allow it to finish setup before troubleshooting model or indexing behavior. The initial preparation requires a network connection to install software and models.

Upload a test file and verify the result

1. Choose a supported PDF, office document, text file, or supported scan. Begin with a clear, text-based file rather than a poor-quality scan.
2. Wait for indexing to finish. The current upload flow processes a file before completing the upload request, so large or OCR-heavy files can take longer.
3. Ask a narrow question whose answer you can locate yourself, then open the cited page and compare the answer with the source.
4. Ask one question the document does not answer. Treat a confident answer without evidence as a reason to investigate, not as a reliable result.

If something does not work

• Check that your browser and appliance are on the same network and that the unit has finished first boot.
• For a failed model response, ask your administrator to confirm which inference provider and model are configured.
• For a scan, check that the text is readable at normal zoom; OCR quality depends on the source image.
• Keep the original file in your organization's approved storage. The indexed database is not a substitute for your document archive.