To apply a Knowledge Segment to a new document, follow these steps:
- Navigate to the Documents page on the left menu of your HyperComply account.
- Select the desired document, by searching, sorting, or scrolling.
- Click on the pencil icon to open the Edit menu
- Select a segment from the dropdown list(s)
- Click “Finished” to save your segment selection
That’s it! The segment has now been applied to this document. If the document is mark as “Add to Knowledge Base”, applicable results from the document will only appear in search results if the same segment is applied.