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