Upload source documents or create reusable text directly in the library. Check each file's result before relying on it in a proposal.
Upload files
- Open Assets and select Upload Assets.
- Choose the asset type, then drop files or browse for them.
- Select Review, correct the titles and review the sensitivity setting.
- Start the upload and inspect each file's processing result.
The uploader accepts PDF, DOC, DOCX, TXT and MD files. Use the file and batch limits shown by the uploader. A scanned document with no readable text may need a text-readable replacement before it is useful for generation.
Create text manually
Choose Create manually instead, enter a title and content, and add comma-separated tags as needed. Select Save Asset and open the saved item to check it.
Resolve upload problems
Use Retry Failed for failed files rather than uploading the whole successful batch again. Review duplicate notices and choose the intended duplicate action. After processing, open the asset to verify extracted facts and business-line links. Correct missing or inaccurate material before approving it for reuse.