Library

The Library is Nairo’s document repository layer.

It is where uploaded materials are stored, organised, processed and made available to supported product surfaces such as Assistant, Projects, Experts and Insight Table.

Some documents are uploaded directly to the Library as shared reference materials. Other documents are uploaded through a Project and are automatically organised in the Library as part of that Project’s document set.

What the Library is for

Insurance teams need documents to be findable, reusable and available in the right workflow.

The Library helps teams:

Store uploaded materials in folders
Organise documents used across the workspace
Process documents for AI-assisted review
Preview documents before using them
Share documents or folders with other users where supported
Make documents available to supported review workflows

The Library can include both shared reference materials and Project-related document folders.

Library and Projects

Projects and Library work together.

A Project is the focused workspace where users review a specific document set with the Assistant.

The Library is where those documents are stored and organised behind the scenes.

When users upload documents to a Project, Nairo can automatically create or use a corresponding Library folder for that Project’s materials. This keeps Project documents available as part of the workspace document repository while allowing users to work from the Project interface.

In practice:

Use Projects to work on a specific review or document pack
Use Library to browse, organise and manage uploaded materials
Use Library folders or documents as reference context in supported workflows

Common Library materials

The Library may contain:

Policy wordings
Underwriting guidelines
Claims handling guidance
Internal policies
Reference documents
Templates
Spreadsheets
Product or appetite materials
Project document folders
Uploaded case or review materials

How the Library works

Documents are organised in folders.

Users can browse folders, use breadcrumbs and search for materials. Depending on permissions, users may be able to create, rename or delete folders.

List and grid views help users browse larger libraries.

Where sharing is enabled, a “Shared with me” view can surface documents and folders shared with the user.

Uploading documents

Documents can enter the Library in different ways:

Direct upload into the Library
Upload through a Project
Addition to supported workflows where Library storage is used

The exact behaviour depends on the workspace configuration and the product surface being used.

Processing and status

After upload, documents may need to be processed before they can be used in AI-assisted review.

The Library shows document status so users can understand whether a file is ready, processing or has failed.

If processing fails or stalls, users may be able to retry failed documents where the product supports it.

Preview

Documents can be previewed from the Library.

Where supported, documents can also be previewed from other Nairo surfaces that reference Library content.

Documents and folders can be shared with other users in the workspace where sharing is enabled.

Access depends on the workspace setup, user permissions and available sharing roles.

Using the Library in review work

Library materials can be used in supported Nairo workflows.

Examples include:

Selecting Library folders or documents when starting an Assistant conversation
Using Project document folders as the context for Project-based review
Attaching Library materials to Experts as reference context
Adding Library documents to an Insight Table where supported
Managing uploaded materials that support review work

The exact behaviour depends on the workspace configuration and the product surface being used.

What the Library is not

The Library is not a replacement for the Project workspace.

Projects are where users work on a specific document set. The Library is where documents are stored, organised and made available.

The Library is not an external data connector platform.

It is not a full records management or retention policy engine.

It does not replace the organisation’s own document governance, approval process or retention policies.

Uploading a document does not automatically mean it is approved for use in business-critical decisions. Teams should follow their own governance process when deciding which materials are authoritative.

Assistant - analysis across selected Library materials
Projects - focused workspaces for specific document sets
Experts - specialist assistants using selected Library materials
Insight Table - structured review across many documents
Data Sources - data and document source setup

Getting started

Create or review the folder structure for your workspace
Upload shared reference materials directly to the Library
Create Projects for focused document reviews
Confirm Project documents appear in the relevant Library folder where applicable
Confirm documents finish processing successfully
Select Library materials when using Assistant, Experts or other supported workflows