Uploading Documents

This guide explains how to upload documents to IntelliRepo and what happens during processing.

Supported File Types

How to Upload

Single File

1. Open the collection where you want to add the document
2. Click the Upload Documents button
3. Select a file from your computer
4. Wait for processing to complete

Multiple Files

1. Click Upload Documents
2. Select multiple files (hold Ctrl/Cmd to select more than one)
3. All files will be queued and processed sequentially

Drag and Drop

Simply drag files from your computer and drop them onto the collection page. This works for single or multiple files.

Upload Progress

After selecting files, you'll see a progress indicator with these stages:

Processing time varies by file size:

• Small documents (1-10 pages): 5-15 seconds
• Medium documents (10-50 pages): 15-30 seconds
• Large documents (50+ pages): 30-60 seconds

Document Status

After upload, each document shows a status:

File Size Limits

For files larger than your plan allows, consider:

• Splitting the document into smaller parts
• Removing unnecessary images or attachments
• Upgrading your plan

Best Practices

Document Quality

• Use text-based PDFs: Documents with selectable text work best
• Avoid scanned documents: Image-only PDFs won't extract properly
• Check formatting: Well-structured documents with headings give better results

Organization

• Use descriptive names: "Employee-Handbook-2024.pdf" is better than "doc1.pdf"
• One topic per document: Split large documents covering multiple topics
• Add tags: Use tags to categorize documents for filtered searches

Before Uploading

• Remove sensitive data: Don't upload documents with passwords, API keys, or PII you don't want searchable
• Check file type: Make sure your file is a supported format
• Verify content: Ensure the document contains the information you need

Tagging Documents

Tags help you organize documents and filter searches.

Adding Tags

1. Click the document name to open details
2. Click Add Tags or the tag icon
3. Enter tag names (e.g., "HR", "2024", "Policy")
4. Press Enter after each tag

Using Tags

When chatting, you can filter by tags to search only specific documents:

1. Open the chat interface
2. Click the Filter button
3. Select the tags you want to include
4. Ask your question

Troubleshooting

"Failed" Status

If a document shows "Failed", check:

1. File format: Is it a supported type?
2. File corruption: Can you open the file normally?
3. PDF type: Is it a scanned/image PDF? (not supported)
4. File size: Does it exceed your plan's limit?

To retry, delete the failed document and upload again.

Text Not Extracting Properly

If search results seem incomplete:

1. Open the original document and verify it has selectable text
2. Check for unusual formatting or encoding
3. Try saving the document in a different format

Slow Processing

For large files or many uploads:

• Wait for processing to complete (check the status)
• Avoid uploading many large files simultaneously
• Processing time scales with document size

Related Articles

• Creating Collections
• Managing Documents
• Document Processing Issues

Need Help?

Contact our support team if you're having trouble uploading documents.