Skip to main content

Manage Knowledge-Base Documents

Summary​

Use the documents area inside a knowledge base to add source files, monitor ingestion, and keep document-backed guidance ready for live use.

Prerequisites​

  • You have access to Knowledge Bases.
  • The knowledge base already exists.
  • You have supported source files ready to upload.

Open document management​

From the knowledge-base detail workspace, choose Manage Documents.

The documents view can include:

  • Documents
  • Upload Documents
  • Title
  • Source Type
  • Chunk Count
  • Updated

If the knowledge base has no files yet, you may see No documents yet. Upload your first document.

Upload documents​

Choose Upload Documents and use the upload area:

  • Drag and drop files here, or click to browse
  • Accepted: PDF, DOCX, MD, HTML, TXT

The upload form can also include:

  • Chunking Strategy
  • Extraction Strategy
  • Cancel
  • Upload

Review document details​

After upload, open Document Details to review metadata such as:

  • Embedding Model
  • Embedding Dimensions
  • Ingestion Version
  • Language
  • Created
  • Updated

Use this view when you need to confirm that the document was processed the way you expected.

Monitor status and readiness​

Use the document list to keep an eye on Chunk Count and the latest Updated time.

If a document shows Ingestion Error, the file is not ready to support guidance yet.

Retry a failed document​

If ingestion fails, use Retry Ingestion from the document details or list view.

If the same file fails again, review the source document before retrying another time.

Expected outcome​

You should have documents uploaded, ingested, and ready to support live guidance in the knowledge base you selected.