Uploading documents is the first step to making Generate useful for your team. Once a document is in the Knowledge Base, it becomes searchable across all your conversations.

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How to Upload

1

Open the Knowledge Base panel

From any chat, click the Knowledge Base icon to open the panel on the right side of the screen.
Opening the Knowledge Base panel
2

Click Upload

Click the Upload button in the Knowledge Base panel.
Upload button
3

Select your files

Choose one or more files from your computer. You can also drag and drop files (or a whole folder) directly into the panel.Use the “Choose files” button for individual files. In Project and Agent knowledge bases, a separate “Choose a folder” button is also available — a folder uploads with its structure intact, which the plain file picker can’t do.
File selection dialog
4

Choose a processing mode

Pick Express or Precision before uploading:
  • Express — fast text extraction. Best for simple documents when you only need a quick summary or search; may skip detailed layout, tables, figures, and citations.
  • Precision — deeper document analysis. Best for PDFs, presentations, contracts, reports, and anything where layout, tables, or citations matter. Takes longer but gives better results.
You can also toggle “Preserve original file” to keep the exact file you uploaded available for download later, in addition to the processed version Generate indexes.
5

Wait for processing

Generate will read and process your documents. You’ll see a progress indicator. Depending on file size, this usually takes a few seconds to a couple of minutes.
Upload progress indicator
6

Start asking questions

Once processing is complete, the documents are immediately available. Start asking questions about them right away.

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Uploading Multiple Files

You can select multiple files at once or drag and drop a batch of files. They’ll all be processed in parallel.

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Large File Uploads

Files up to 200 MB are supported. For very large files, Generate automatically uses a multipart upload process — so uploads won’t time out even on slower connections.

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Upload from Integrations

Instead of uploading from your computer, you can also pull documents directly from connected services:

Google Drive

Dropbox

Box

See all integrations →

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Tips for Better Results

Documents with clear text, headings, and structure produce the best results. Scanned images without OCR may not be fully readable.
While Generate handles large files well, breaking a 500-page manual into logical sections can improve the relevance of search results.
If a policy or report gets updated, upload the new version and remove the old one to keep answers accurate.
Naming files clearly (e.g., “Q3-2024-Sales-Report.pdf” instead of “report-final-v2.pdf”) helps with organization and makes sources easier to identify.