Help centre

Sources

Adding and managing sources

Upload files or add pasted text and notes without losing track of status.

1

Sources are private to authorised members of your company workspace.

2

Upload multiple PDF, Word, text, email, image or CSV sources together, or add pasted text and notes.

3

Use the selection control to decide which ready sources the assistant may use.

4

PDF extraction preserves page markers so new AI citations can identify relevant pages where possible.

5

Uploading, processing, ready, failed and unsupported statuses explain what is happening.

6

Remove sources you no longer need. Download links use short-lived authorised access.

Still need help?

Open the contextual assistant or send a support request from inside your workspace.

Contact support