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Saved Items: Documents Tab

The Documents tab holds files uploaded to the workspace: PDFs, Word documents, spreadsheets, text files, and more. Managers and administrators can upload, embed for AI search, tag, filter, and manage documents. Embedded documents become searchable by the AI assistant in chat.

Key features

  • Upload — Add documents via button or drag and drop
  • Embed for AI — Embed documents so the AI can search them in chat
  • Tags — Tag documents for filtering and organization
  • Filters — By status (All, Embedded, Available), tag, and file type
  • Bulk delete — Select and remove multiple documents at once
  • Preview — Inline preview of document content
  • Google Drive — Support for documents imported from Google Drive

Access

The Documents tab is available only to Managers and Administrators. Other users will not see it in the tab bar or sidebar.

What appears in Documents

| Status | Description | |--------|-------------| | Embedded | Documents embedded for AI search; appear in chat context | | Available | Uploaded but not embedded; can be embedded later |

Documents can come from:

  • Direct upload (local files)
  • Google Drive import
  • Other workspace sources as configured

Supported file types

  • Documents: PDF, DOC, DOCX, TXT, HTML, CSV, PPT
  • Code: Common programming languages
  • Archives: ZIP and compressed files
  • Other formats as configured by the workspace

How it works

Uploading

  1. Go to Documents tab.
  2. Click Upload or drag files onto the area.
  3. Optional: Embed immediately to make files searchable by the AI.
  4. Wait for upload and processing to finish.

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Embedding

  1. Embedded documents are processed and indexed for AI search.
  2. Available documents can be embedded later via the document menu.
  3. Embedding uses additional storage; embed only what the AI needs to search.

Search and filters

  1. Search: Matches file name and metadata.
  2. Status: All, Embedded, or Available.
  3. Tag: Filter by document tags.
  4. File type: Filter by format (PDF, DOCX, etc.).

Bulk delete

  1. Click Bulk delete.
  2. Select items with the checkboxes.
  3. Click Delete in the toolbar.
  4. Confirm in the dialog.

Bulk delete affects only the selected documents. Cancel selection to exit bulk mode.

Document card actions

On each document card you can:

  1. Preview — Open inline preview
  2. Embed — Embed for AI (if available)
  3. Delete — Remove permanently

View modes

  1. Grid — Thumbnail/card layout.
  2. List — Detailed list with columns (name, type, size, date).

Google Drive documents

Documents imported from Google Drive show:

  1. Google Drive icon
  2. Imported-by and last-synced metadata
  3. Sync status where supported

Troubleshooting

  1. Upload blocked — Check plan limits and storage; an upgrade may be required.
  2. Embed fails — Ensure the file format is supported; try a smaller file.
  3. Documents tab not visible — You need Manager or Administrator role.
  4. Can't find a document — Clear search and filters; check other statuses (Embedded vs Available).
  1. Saved Items Introduction — Overview and tabs
  2. Workspace Document Upload Guide — Uploading from chat
  3. Workspace Settings: Vector Database — Embedding configuration