Knowledge

Your documents live in libraries. Everything an advisor can answer from comes from them.

Where you manage libraries depends on your account: in an organization, libraries live inside Projects — open a project and use its Libraries and Documents tabs (an admin task). On an individual account, you get a dedicated Knowledge tab. This page describes libraries, importing, and tags — which work the same either way.

Libraries

A library is a named collection of documents. They’re grouped by who can see them:

• Shared — platform‑wide sources curated by the operator, readable by everyone.
• Organization — sources shared across your whole org, or scoped to a project.
• Private — sources only you can see.

Create one with a name, an optional description, and a visibility. In an organization, scope it to a project to share it with just that project’s members, or keep it org‑wide. (Individual accounts only create private libraries.)

Importing documents

Open a library and drag your files onto it — PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx), CSV, Markdown, and text are all supported, and you can drop several at once. Each import is automatically:

1. parsed — text extracted (spreadsheets by sheet, slides by slide), with OCR fallback for scanned PDFs,
2. embedded — split into passages and indexed for search,
3. named & tagged — given a clean, standardized title and category tags by the AI.

Watch live processing as each import runs. Your own uploads are gathered in one place — All documents in an organization (alongside Projects), or My imports on an individual account — so you can find them across every library. You can rename a library or edit its description at any time, and edit any document’s title or tags — or re‑process it to regenerate them.

Tip

Your “uploads” view shows the documents you imported. Browsing a library shows all of its documents, including shared ones you didn’t import.

Viewing documents

Click View on any document to open it in the built‑in viewer — a scrollable, zoomable reader for PDFs with page navigation, rendered Markdown for .md files (which you can export as PDF), and a clean text view for Word, Excel, PowerPoint, and CSV. It’s the same viewer that opens when you follow a citation from Ask or a Decisions playbook step, so you always land on the exact page a passage came from.

Tags

Tags categorize your documents and libraries. Manage them from the Tags panel:

• create tags, and nest them one level deep as subtags,
• assign tags to libraries and to individual documents.

Tags come in three tiers:

• Global — a shared HQ vocabulary, readable by everyone (only the platform operator manages it).
• Organization — visible and editable within your organization (its admins manage it).
• Private — visible only to you; this is the tier you get by default, and what automatic tagging creates for your own imports.