The AI data training card states that uploaded files, raw workspace records, and automated bookkeeping outputs are excluded from training samples whether the preference is on or off.
The optional collection described by the switch concerns new messages you send to Institution Max and its replies. Read that distinction before assuming that opting in authorizes training on every document stored in the company.
Attaching a document to a Max conversation is a separate action that lets Max read the selected file for that conversation when you send the message. It should not be confused with changing the training preference.
The card also says the preference never enables data sharing with AI providers. If you have a question about a specific file or conversation, identify the relevant action when asking support: uploading to Documents, attaching to Max, or changing the training switch. These actions have different purposes, and keeping them separate makes it easier to verify which setting or access rule applies.
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