Documents
Upload, organize, tag, and preview files in your project's document library. Supports PDF, DOCX, XLSX, CSV, PNG/JPG — anything the engines can read.
What you see
Documents view shows every file in the active project's library. Default grid view (thumbnails) or list view (table with size / type / upload date). Click any document to preview, tag, or send to an engine.
Every control
Upload areaDrag-and-drop or click to browse. Multiple files supported. Max 50 MB per file.
Folder navFolders auto-grouped by document type (contracts, bids, specs, invoices) or your manual tagging.
SearchFilename + OCR'd content search.
PreviewClick a document — opens an in-browser preview for PDF/images; shows a text extract for DOCX/XLSX.
Tag documentApply free-form or predefined tags (contract, bid, spec, invoice, submittal).
Send to engineRight-click → Send to [engine name]. Opens the engine with this document pre-loaded.
Chat with this documentOpens Doc Chat focused on this document.
DownloadOriginal file download.
Delete documentSoft-delete (recoverable 30 days).
Supported formats
- PDF (text + OCR for scanned)
- DOCX / DOC (Microsoft Word)
- XLSX / XLS / CSV (Excel + spreadsheet)
- PNG / JPG (OCR applied)
- Plain text
Data retention
Documents uploaded here persist until deleted. Documents attached directly to an engine run (without first uploading to Documents) are not persisted — only the structured output is saved. See Data storage.