Available on: All plans | Role: Admins manage, Users chat with documents | Status: Generally Available

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Overview

Documents are the foundation of your AI’s knowledge. When you upload files to a data connection, they’re automatically processed, chunked, and stored in a vector database. The AI uses these documents to answer questions with accurate, cited responses.

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Uploading Documents

1

Navigate to Your Connection

Go to Workspace > Data Connections and select the connection where you want to upload files.
2

Open the Documents Tab

Switch to the Documents tab to see existing files and the upload option.
3

Add Files

Click Add Docs and select files from your computer. For each file, you can configure:
  • Namespace — Organizational grouping for the document
  • Permission Level — Public, Private, Restricted, or Exclude
  • Tags — Key-value pairs for organizing (e.g., department: legal)
  • Processing Options — Toggle image processing and table extraction
4

Monitor Progress

A progress bar shows upload and processing status for each file. Documents go through these stages:
  • Queued — Waiting to be processed
  • Ingesting — Being chunked and embedded
  • Ingested — Ready for AI to use
  • Failed — Processing error (check the error message)

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Searching & Filtering Documents

Use the filter panel to find specific documents: Sort results by name, date, size, or status.

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Document Preview

Click any document to preview it in-browser:
  • PDF files — Full viewer with zoom, rotation, and page navigation (powered by pdf.js)
  • Images — Viewer with zoom controls
  • Text files — Rendered content display

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Tagging Documents

Organize your documents with a flexible tagging system:
  1. Select a document
  2. Add tags as key-value pairs (e.g., project: alpha, status: reviewed)
  3. Use tags to filter documents and scope AI searches

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Deleted Documents

When you delete a document, it enters a 90-day recovery window:
  • Navigate to Data Connections > Trash to see deleted documents
  • Restore — Bring a document back to its original connection
  • Permanent Delete — Irreversibly remove the document

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Supported File Types

Mnemetic supports a wide range of file formats:
For the best AI results, use text-based formats (PDF, DOCX, TXT). Image-heavy documents benefit from enabling the image processing option during upload.