Content Vault — upload & manage

How to add files, what file types are supported, what happens during processing, how to search, and how to remove documents.

Uploading documents

Choose the tab matching the type of content you are adding — for example, use the RFP documents tab for past proposals and the Standard documents tab for policies.
You can typically drag files directly onto the active tab area, or use the upload button to open a file picker.
Supported file types are PDF and Word (.docx). Plain text (.txt) may also be supported depending on the tab. Text-based PDFs and Word files give the best results. Scanned image PDFs can be read via OCR but may produce less accurate extractions — use a text-based file where possible.
File size limits are shown within the upload interface. If your file exceeds the limit, try splitting it into smaller sections or compressing it.
After selecting a file, the upload begins immediately. The document will appear in the list with a processing badge.

Uploading — the file is being transferred to the server.
Processing — the file has been received and the AI is indexing its content. This may take anywhere from a few seconds to a couple of minutes for large documents.
Ready — the document is indexed and available for answer generation and AI Assistant queries.
Failed — the document could not be processed. This usually means the file format is unsupported or the file is corrupted. Delete it and try uploading again, or try a different file format.
Do not start a Bulk answer generation run if key documents are still processing — they will not contribute to those drafts.

Each tab has a search bar for filtering by document name. Use this when your vault grows and you need to locate a specific file.
Documents are typically sorted by upload date, with the most recent first.
Click a document name to open its detail view, where you can see metadata, download the original file, update document context (submission date and outcome), or delete it.

Open a document and use the delete option in its detail view. Deleting is permanent and cannot be undone.
Deleting a document removes it from the vault and from future generation runs. Previously generated answers that used this content are not affected.
If you are replacing an outdated document, upload the new version first, confirm it is ready, then delete the old one.

Your plan may cap the number of documents you can store or the total storage used. If you hit a limit, the product will block further uploads and indicate what the limit is.
Go to Settings → Billing to see your current usage and upgrade if needed.