Projects and evidence
Upload, process and select sources
Add project records securely and understand every source status before using them.
On this page
Quick answer
Drag in supported files or add pasted text and notes, wait for processing to finish, inspect any warning, then select only the ready sources relevant to the question or output.
Supported source types and limits
Evidence uploads support PDF, DOCX, XLSX, CSV, TXT, EML, PNG and JPEG files up to 50 MB each. You can also add pasted text and project notes directly.
Understand source status
- Uploading: the file is still transferring securely.
- Processing: text or image evidence is being prepared.
- Ready: the source can be selected for questions and generation.
- Failed: processing did not complete; read the specific message and retry or replace the file.
- Unsupported: the file cannot be read automatically; add the relevant content as pasted text or a note.
Choose what the system may use
- Open or preview the source where available and confirm that it is the intended record.
- Select the ready sources that are relevant to the current task.
- Exclude duplicates, superseded documents and unrelated records unless comparison is intentional.
- Ask a narrow source question before drafting when the evidence set is large or contradictory.
Private access and downloads
Sources are private to authorised members of the company workspace. Downloads use short-lived authorised links. Removing a member should remove their ability to request new file access, but any copy previously downloaded outside the platform remains the company's responsibility.
Still need help?
Continue with the assistant or support team
The in-app assistant can explain the page you are using. For an account-specific problem, send support the expected result, reproduction steps and any safe request or job ID.