How to import a document to the knowledge base#

Overview#

The Knowledge Base allows you to store and analyze documents that are used by the platform for matching, analysis, and AI-driven insights. Documents can be uploaded from a file, imported from the internet, or added manually using the editor.

Note: To modify the knowledge base you need Editor rights. See the Roles and Permissions for details.

Importing a Document#

To add a document to the knowledge base:

Go to the Documents page.
Enable editing mode using the toggle in the upper-right corner.

Documents editing mode

Click Add to create a new document.
Choose one of the available import options:
- Upload a document file
- Import a document from the internet
- Paste content directly into the editor

Supported Document Formats#

The following formats are supported for document uploads:

PDF
DOC, DOCX
RTF
ODT
HTML
TXT
Markdown

You can also paste document content directly into the WYSIWYG editor.

Formatting and Structure#

If the uploaded document has formatting issues, use the Format with AI option.

Automatic formatting improves document structure
Well-structured documents are better understood by the platform
Improved structure leads to higher-quality analysis results

Format with AI

Describe the document#

Enter the document’s name and unique identifier for your organization. Add a description of the document if necessary.

Add document - Step 2

Finalizing the Document#

Before saving the document:

Select the document state
Assign a document category
Select a scope - specific or all projects. Documents not related to these scopes will not be included in the knowledge base when analyzing other documents and completing questionnaires.

Add document - Step 3