Data sources

Every path data takes into the platform lives in Data sources - Currently, files and folders you upload directly. A source only stores and manages files; reading, chunking and indexing happen in the Knowledge base.

Source list screen

Area	Content
Header	Label showing which roles may act (Editor, Admin), the Run history and Add data source buttons
Status filter	Filter sources by status, with counts
Refresh button	Reload the list
Source table	One row per source (see columns below)

Column	Meaning
Source	Name, type (direct upload), file count, whether the folder tree is kept
Status	Ready or Ready (with errors)
Last sync	Time and user of the most recent ingestion
Documents	Number of documents in the source
Used in KBs	Knowledge bases taking data from this source
Actions	⋯ menu: View details, Upload files, Delete source

Run history

The Run history screen lists every upload of the sources you can view: source name, type (Upload), result, successful / total files (with skipped and failed counts), who ran it, start time and duration. Filter by All / Mine, type, result and time range (default 30 days). Click a row to open that source’s detailed log.

Adding a data source

The source wizard has two steps: choose the source type, then add files and confirm.

Choose source type

Select Upload files & folders - For when you have no central storage system yet.

Add files

Drag and drop files or whole folders, or click choose files / choose folder. The queue on the right shows how many files are ready.

Name it and choose options

Enter a Source name. Turn on Keep folder tree (folder names become metadata for filtering) and Store only one copy of identical documents.

Review the summary and create

The Source summary block shows source type, file count, size and estimated upload time. Click Create source.

Source detail screen

The header shows the source name, managers, status, file count and size, storage location and the KBs using the source. Three main buttons: Create folder, Upload files, Create knowledge base (create a new KB from this source).

Browse files tab

Element	Used to
FOLDERS tree	All files, each sub-folder with its file count, Trash
Toolbar	Create folder, Rename, Move, Delete - Select files or open a folder first
Quick filters	All · Ingested · Missing required metadata
Metadata filter	Filter files by metadata field values
Edit in Excel	Export metadata to Excel / CSV, edit in bulk, then import it back
File table	File name, upload status, ⋯ menu with Download, Rename, Move, Metadata, Delete

Upload log tab

A list of uploaded batches (time, file count, size, target folder, result). Each batch’s Failed and skipped files section is kept so you can re-upload after fixing them.

Trash tab

Deleted files are removed from the index, so agents can no longer retrieve them. After 30 days files are permanently deleted; there is no manual purge button.

Settings tab

Section	Content
Library	Rename the source; see the state of the two options Use folder names as metadata and Store only one copy (fixed at creation, cannot be changed)
Trash & versions	Deleted files stay in trash for 30 days (always on); version history is kept when a file is overwritten
Used in KBs	Which KBs use the source, and whether they take all of it or selected files
Folder metadata rules	Add rule to assign metadata to a whole folder. New files pick it up automatically; sub-folders inherit; a value set manually on a file always wins
Danger zone	Delete source - Deletes every file and folder, cannot be undone; not allowed while a KB still uses the source

Note: There are no document-level permissions yet - Every workspace member can read every file in a source. Do not upload confidential documents.

Introduction

Screens & features

Source list screen

Run history

Adding a data source

Source detail screen

Browse files tab

Upload log tab

Trash tab

Settings tab

​Source list screen

​Run history

​Adding a data source

​Source detail screen

​Browse files tab

​Upload log tab

​Trash tab

​Settings tab

Source list screen

Run history

Adding a data source

Source detail screen

Browse files tab

Upload log tab

Trash tab

Settings tab