Uploading Files to the Knowledge Base

The Knowledge Base (KB) accepts a variety of file types and offers multiple upload methods to fit different workflows. Before uploading, review the size limits and supported formats below to ensure smooth processing.

File Size Limit

Each file must be 200 MB or less. If a file exceeds this limit, split it into smaller segments before uploading.

Supported File Formats

In the product, open the info control next to + New to see Supported File Types. Formats are grouped as:

Group	Formats
Documents	PDF, Word (.docx), Plain Text, HTML, DITA
Spreadsheets	Excel (.xlsx, .xls), CSV, TSV
Presentations	PowerPoint (.pptx)
Structured Data	JSON, XML
Media	Audio, Video

Markdown (.md) and other types may also be accepted depending on your environment’s upload capabilities. If a type is rejected, check the supported-types list in the UI.

Upload Methods

When uploading, you can choose between two processing modes:

• Regular Upload — Files enter a processing queue and are handled in order. Best for bulk uploads, large files, or multiple files at once.
• Quick Upload — Files are processed immediately, bypassing the queue. Best for single small files that need to be available right away.

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Quick Upload only supports one file at a time.

Ways to Upload Files

Choose the method that best fits your workflow:

Drag and Drop

Drag files from your file explorer directly into the KB upload area.

1. Drag Files

   Drag one or more files from your file explorer into the KB upload area.

2. Verify and Upload

   Verify the files you want to upload and click Upload when ready.

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   For single-file uploads, you can optionally enable Quick Upload for immediate processing.

3. Processing

   Your files will be processed and added to the Knowledge Base.

File Upload

Browse and select files from your device using the file selector.

1. Open File Selector

   In KB Data, click + New and select File Upload.

2. Choose Files

   Browse your device and select the files you want to upload.

3. Verify and Upload

   Review your selection and click Upload when ready.

4. Processing

   Your files will be processed and added to the Knowledge Base.

Folder Upload

Upload an entire folder while preserving its internal structure.

1. Open Folder Selector

   In KB Data, click + New and select Folder Upload.

2. Choose Folder

   Browse your device and select the folder you want to upload. All files within it will be included.

3. Verify and Upload

   Review the files to be uploaded and click Upload when ready.

4. Processing

   Your files will be processed and added to the Knowledge Base, with their original folder structure preserved.

URL Upload

Import content from a URL into your Knowledge Base.

1. Open URL Input

   In KB Data, click + New and select URL Upload.

2. Enter URL

   Paste the URL and click Add URL. Use a direct file or page URL, or a connector link when that integration is connected for the project:

   • Add Confluence Content — Confluence page or space URLs (and Explore)
   • Add Google Drive Content — Drive file or folder URLs
   • SharePoint file, folder, or library URLs (requires a SharePoint connection)
3. Processing

   The resource is processed and added to the Knowledge Base. If a connector link is used without an active connection, EKB prompts you to connect first.

Web Crawling

Crawl and index content from an external website directly into your Knowledge Base.

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For full instructions, see Using Web Crawlers.

Best Practices

1. Validate your files

   Confirm files are properly formatted and not corrupted before uploading.

2. Use structured formats for large datasets

   For data-heavy uploads, prefer CSV or JSON — they process more efficiently than unstructured text.

3. Clean up metadata

   Remove unnecessary metadata or extra formatting that could interfere with AI processing.

4. Split oversized files

   Any file exceeding 200 MB must be divided into smaller segments before uploading.