Overview

The Projects > Documents page can be reached by selected the Documents tab in the upper right of the Project Details page. This page includes a list of subfolders corresponding to the sections of the CIM document on the Summary page. These subfolders are for user organizational purposes only; a document’s subfolder does not affect how AI models interface with document data. The AI model can utilize documents from any folder for any task.

Upload

Using the Upload button in the upper left of the documents list, you may select files from your computer to add to the project knowledge base. Once added the document content is accessible as a data source for the Summary (CIM generation), Financial Model, and Chat features.

Upload accepts the following files types as valid:

pdf, xlsx, csv, txt

From the pop-up window provide the following inputs:

Select document type: Choose the subfolder under which you would like the document to be appear.
Choose file: Select the file you would like to upload from your computer. Ensure the file is a supported type for your desired generated content. See Related Resources for specific instructions.
Notes: This field is optional. It allows the user to attach a note to the document when displayed in the in the list. Notes are for user organizational purposes only and are not used as input into AI prompts.

Documents after upload, including user-entered Notes section.

Important: After a document is uploaded you must still run a Documents AI Job before data is available in the Project Knowledge Base.

See this page for how this is done: Documents

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Generated Content

After running a CIM Generation or Financial Model job, the resulting generated content is added to the Project > Documents tab. You can recognize it by looking for the “Generated” label in the Source column. CIM generation job types create a .docx file while Financial Model job types create a .xlsx file. These can be downloaded for further editing.

Overview

Upload

Generated Content

Managing Documents