Introduction
After export completes, you can review export metadata, control company-wide visibility, and remove the document from Copilot—all without re-exporting.
Steps
Open the source document that shows status Included in Copilot.
Open Copilot Export Settings (available when the document is included in Copilot).
Review export details:
Exported by
Exported on (timestamp)
To control company-wide access:
Toggle Make this document available to everyone in the company via Copilot ON or OFF.
To remove the document from Copilot:
Click Remove from Copilot
Confirm removal in the modal
Notes / Tips
Company-wide toggle updates access by adding/removing the Organization – All employees group on the Copilot artifact.
If that group is added/removed directly via the access list, the toggle updates automatically to match.
Settings can’t be changed while ingestion is running (controls are disabled).
Removal deletes the Copilot export artifact and makes it unavailable in Copilot, but does not delete the source document.
Summary / Next Steps
Use this panel when you need to broaden access, tighten access, or decommission outdated knowledge from Copilot.