Getting started
Getting started with Pulsor
The first hour of an administrator: company, departments, employees, documents, first question.
1. Sign in
Open the address Pulsor gave you (for Pulsor Cloud: app.pulsorsuite.com). On a new installation, the first sign-in asks you to choose your own password.
2. Create the departments
Departments — create the teams that will own documents (Finance, HR, Legal…). Access to documents is set by department, by role, or for all employees.
3. Invite the employees
Employees — add each person with their work email, department and role. They receive an access email. In Settings you can require a personal PIN after the password.
4. Bring in the documents
- Import: drop files or a whole folder (PDF, Word, Excel, text, CSV, images; 50 MB per file);
- File servers: connect a Windows share, a NAS, SFTP, SharePoint or install the Pulsor agent;
- Connectors: connect company mailboxes.
Documents whose access is not decided yet wait in Classer (administrators only).
5. Ask the first question
Ask (the assistant): write a question in plain language. The answer cites the documents it comes from; click a source to open it.