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Import Documents

← User Guide · 简体中文

From "My knowledge bases" click the title or Docs to open the knowledge base detail (document list). The toolbar offers two ways to add:

  • Add (form): type title, summary and body — for single short pieces;
  • Add (file): batch upload — for importing existing files.
Document list
Document list

Uploading Files

  1. Click Add (file) to open the dialog (card title "Upload documents to generate documents").
  2. Pick the segmentation mode. The grey hint under the dropdown changes with the mode; in-app texts (translated):
ModeIn-app hint (translated)
PlainPlain: for continuous content (articles, manuals); chunks per the split parameters, each chunk vectorized and recalled directly
Q&AQ&A: for FAQ-style content organized as pairs; questions are vectorized and recalled, answers returned as-is
Parent-childParent-child: for long documents; children match precisely and the hit returns the parent as full context
  • Q&A accepts XLSX / XLS / CSV only (with template download); each file becomes one standalone Q&A document named after the file — format details in Q&A Import & Generation;
  • Parent-child shows child max tokens, hint (translated): "The parent is split into children of this size; children match precisely and the hit returns the parent as full context; range 50–4000, default 200; changes take effect on re-vectorization";
  • Plain follows the base's split settings, no extra parameters.
  1. Drag files into the upload area (or click to browse).
LimitValue
FormatsTXT, PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX
Size≤ 10MB each
CountAt most 20 per batch
  1. Click Upload and generate documents. Documents appear in the list with vector status pending.

📷 Screenshot TODO: the upload dialog (mode selection + drop area). Replace with ![Upload dialog](../../../image/en/guide/knowledge-base/document-02.png) once added.

TIP

Scanned (image-only) PDFs cannot be text-extracted — import ends with 0 characters and nothing retrieved. OCR them first.

Adding by Form

Click Add (form) for the document edit page: title, summary, body and segmentation mode — see Editing a Document. In Q&A mode you can also upload a QA file or enable AI generation, see Q&A Import & Generation.

Indexing

Uploading only creates documents and segments — they become retrievable once indexed:

  1. Check one or more documents in the list;
  2. Click Index selected (N);
  3. Choose index type(s): vectorize / graph (both allowed). The dialog's in-app note (translated):

NOTE

"Graphing documents uses a large language model and consumes a certain amount of tokens" — vectorize first to validate retrieval, then graph as needed.

  1. Confirm — "Index task running in background"; the list polls every 3 seconds.
Index dialog
Index dialog

Un-graphed documents can be indexed later from the segment management page's document card.

Document List Columns

ColumnDescription
Segmentation modePlain / Q&A / parent-child tag
Vector statusPending / processing / vectorized / failed (with time)
Graph statusWhether the graph has been extracted
AttachmentThe uploaded file; click to preview
CharactersBody length — the first indicator of healthy parsing
Vector hits / graph hitsHow often this document's segments were recalled — long-standing 0 means content doesn't match questions
EnabledToggle. Off = excluded from retrieval (consequences in Segment Management)
Created / updatedRecent changes

Actions: Segments (segment management), Graph (view; disabled with "Not graphed yet" until extracted), Edit, Delete.

Editing a Document

Via Edit in the actions column (or when adding by form):

FieldDescription
Title / summary / bodyThe body feeds segmentation and indexing
Segmentation modeSwitching warns: "Switching will discard the document's existing segments and vector indexes and rebuild with the new mode; the graph is not rebuilt automatically and must be re-extracted manually"
Child max tokensParent-child mode only
  • Q&A-mode extras (AI generation, QA file import): see Q&A Import & Generation;
  • Saving body edits re-vectorizes affected segments automatically.

WARNING

In Q&A mode, editing the body does not affect generated pairs. Update pairs via the pair list or AI regeneration (which clears existing pairs).


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