🛠️ How-to guide

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WHAT IT DOES

Upload files brings your existing documents into your workspace. Each file becomes its own knowledge entry your agents can answer from.

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When to use it

Use it for documents you already have — PDFs, Word files, spreadsheets, slide decks, and more. For content that lives on a website, use a Website crawl; for a folder that changes often, consider Cloud storage or SharePoint so it stays in sync.

Before you start

• Access: Editor, Content Manager, Publisher, or Admin (see Roles & Permissions).
• The files you want to upload.

Step by step

1. Open Sources → Add source → Upload files.
2. Drag files onto the drop zone, or click to browse. Each file appears in a list with its size; remove any you didn't mean to add.
3. (Optional) Add Tags — they apply to every file in this batch.
4. Select Upload to start. Each file processes into a separate entry.
5. If any file fails, it stays in the list with a red badge — fix it and Retry just those files, without re-uploading the rest.

The Upload files step — drag documents onto the drop zone or click to browse; each file becomes its own entry.

Supported formats & limits

Supported file types: PDF, Word (.doc, .docx), PowerPoint (.ppt, .pptx), Excel (.xls, .xlsx), OpenDocument (.odt), RTF, text (.txt, .log), Markdown (.md), HTML (.htm, .html), JSON, CSV, XML, and YAML. Each file becomes one entry. Very large files take longer to process; you can keep working while they finish.

Every setting

Security & data handling

Uploaded files are stored in your workspace and indexed into the knowledge bases you add them to. They remain within your tenant. Deleting an entry removes the document and its indexed content.