Manage documents

Documents provide durable source material for your workspace and knowledge-based experiences. Treat them as maintained product content, not a one-time upload folder.

Upload and maintain a document

Open Resources → Documents and upload a supported file.
Use a clear filename that includes the subject and version where useful.
Confirm the document is available to the intended agent or workflow.
Replace outdated versions and remove duplicates.
Test a question that depends on the document before publishing changes.

Do not upload secrets, private credentials, or personal data that your workspace does not need. Review access before sharing a document with an agent.

See Knowledge Base for programmatic document management.