🛠️ How-to guide · Last updated: September 17, 2026

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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.

<aside> ⭐ TIP

Give files clear, descriptive names before uploading — the file name becomes the entry's title, so "2026 Permit Fees.pdf" reads better in results than "doc final v3.pdf".

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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. You can add up to 100 MB per file and 50 files (500 MB) in a single upload. Very large files take longer to process; you can keep working while they finish.

Every setting

Security & data handling