How to Upload and Configure Documents

Step 1: Access Document Configuration

Navigate to your project settings and locate the Reference Documents section.

• Open your AI Chat project dashboard
• Go to the data sources or configuration section
• Find the 'Reference Documents' configuration panel

Step 2: Upload Documents

Select and upload your documents from your local file system.

• Click on 'Local Files' under the Upload New tab
• Select files from your computer (PDF, DOCX, TXT supported)
• Maximum file size is 25MB per document
• You can select multiple files at once

Step 3: Review Pending Documents

Check the uploaded documents before saving them to your project.

• Review the list of pending documents in the table
• Check file names, sizes, and types
• Remove any unwanted documents using the trash icon
• Verify the total size of all documents

Step 4: Save Documents

Save your documents to start the processing and indexing.

• Click the 'Save Documents' button at the bottom
• The system will upload your documents to secure storage
• Processing will automatically begin after successful upload

Step 5: Monitor Processing Status

Track the progress of document indexing for AI chat integration.

• Watch for status updates showing 'Indexing documents...'
• The system processes documents to make them searchable
• Processing typically takes a few minutes depending on document size and count
• You'll see a completion message when indexing is finished

Step 6: Verify Configuration

Confirm that your documents have been successfully configured.

• Switch to the 'Configured' tab to view processed documents
• Look for the green 'Documents configured' indicator
• Check document details including character count and chunks
• The AI chat can now reference your document content in responses

View Document Details

• Go to the 'Configured' tab to see all processed documents
• View document size, character count, and chunk information
• Hover over long file names to see the full name in a tooltip

Delete Documents

• Click the trash icon next to any document you want to remove
• Confirm the deletion when prompted
• The system will remove the document from both storage and AI index

Document upload failed

• Check that your file is under 25MB in size
• Ensure the file format is supported (PDF, DOCX, DOC, TXT)
• Verify your internet connection is stable
• Try uploading one document at a time if multiple uploads fail

Document indexing takes too long

• Large documents may take several minutes to process
• Multiple documents will take longer than single documents
• Check your internet connection
• Contact support if processing exceeds 30 minutes

Cannot see uploaded documents

• Switch to the 'Configured' tab to view processed documents
• Wait for indexing to complete before documents appear
• Refresh the page if documents don't appear after successful processing