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Uploading Documents

Upload files to your personal document library so the AI can reference them in conversations and you can access them anytime.

How to Upload​

Single File​

  1. Go to My Documents in the sidebar
  2. Click the "Upload" button
  3. Select a file from your computer
  4. Choose an access level (who can see this document):
    • Personal — Only you
    • Team — Your team members
    • Department — Your entire department
    • Organization — Everyone in the company
    • Confidential — Admins and executives only
  5. Click "Upload"

Drag and Drop​

You can also drag files directly from your computer onto the My Documents page. The upload dialog will appear automatically.

Bulk Upload​

To upload multiple files at once:

  1. Click "Bulk Upload"
  2. Select multiple files or drag them all at once
  3. Set the access level (applies to all files)
  4. A progress tracker shows each file's upload status
  5. Wait for all uploads to complete

Access Levels Explained​

LevelWho Can SeeUse For
PersonalOnly youDrafts, personal notes, work in progress
TeamYour teamTeam meeting notes, shared references
DepartmentYour departmentDepartment policies, guidelines
OrganizationEveryoneCompany-wide policies, handbooks
ConfidentialAdmins & executives onlySensitive data, legal documents
caution

Choose access levels carefully. Once a document is accessible to others, they can reference it in their AI conversations.

What Happens After Upload​

When you upload a document, the system automatically:

  1. Reads the content — extracts text from the file
  2. Processes it for search — so you and the AI can find it later
  3. Makes it available — based on the access level you set

This processing happens in the background. Large files may take a moment.

Upload Limits​

info

File size limits are set by your administrator. If a file is too large, try compressing it or splitting it into smaller parts.

Tips​

  • Set the right access level — start with "Personal" if you're unsure, you can change it later
  • Use descriptive file names — "Q3-Marketing-Budget-2025.pdf" is easier to find than "report-final-v2.pdf"
  • Upload before chatting — if you want the AI to reference a document, upload it first, then ask about it in chat