Summary

The Upload Document feature allows users to add a wide range of document types to the system for instant search, analysis, and reference. Supported formats include PDF (with OCR support), Word, Excel, text, CSV, and images. Users can upload files via drag-and-drop, paste, or the upload button. The system processes documents asynchronously, generating embeddings for fast, semantic search and multi-document context handling. Large files are handled efficiently with chunked uploads and temporary processing, ensuring stability and performance even for files up to 100MB. Uploaded documents are managed locally and can be organised into collections for easy context switching between projects or tasks.

Use Case

Scenario:

A user is preparing a bid response and needs to reference multiple source documents—such as requirements, compliance matrices, and technical appendices. By uploading all relevant files, the user can search across them instantly, ask questions, and retrieve context-aware answers. This streamlines research, reduces manual effort, and supports multi-document workflows. The feature is also ideal for ongoing projects, audits, or any scenario requiring rapid access to diverse document sets.

Benefits:

• Supports a wide range of file types, including scanned and image-based documents.
• Fast, asynchronous uploads with real-time progress tracking.
• Handles large files without timeouts or memory issues.
• Enables instant, semantic search across all uploaded content.
• Organise documents into named collections for different projects.

Walkthrough

Uploading Documents:

1. Click the Upload button, or drag and drop files into the designated area.
2. Select one or more documents (PDF, DOCX, XLSX, TXT, CSV, images).
3. Wait for the system to process the files:
   1. For normal-sized documents, processing is immediate.
   2. For large files (>20MB), uploads are chunked and processed temporarily to avoid slowdowns.
   3. For scanned or image-heavy files, OCR is performed if enabled in settings.
4. Once uploaded, documents are indexed and available for instant search and Q&A.

Managing Uploaded Documents:

• View all uploaded documents by clicking the document counter in the header.
• Expand the list to see file details (name, size, type, upload date).
• Organise documents into collections for easy switching between different tasks or projects.
• Delete individual documents or clear all as needed.

Advanced Features:

• OCR Toggle: Enable or disable deep OCR for image-based documents in Settings.
• Drag-and-Drop Support: Upload by dragging files directly onto the interface.
• Multi-Sheet Excel Support: Each worksheet in Excel files is indexed and searchable.
• Temporary Processing for Large Files: Files over 20MB are processed on demand, ensuring no upload timeouts.

Note

All uploaded documents are processed and stored locally unless exported. The system provides privacy and control, with no server-side storage unless explicitly chosen by the user.