How to manage your document sources

Your sources are the foundation of every AI-generated section. The more relevant information you provide, the better the output.

1. Open the Sources tab

Click the Sources icon in the side panel. This shows all files and data attached to your document.

Sources tab showing an uploaded PDF with type tags and priority filters

2. Add sources

Click Add files in the AI Agent chat, or drag files directly into the chat input. Supported formats include PDF, Word, Excel, PowerPoint, and text files. Each uploaded file is automatically processed to extract a summary the AI can use.

3. Review source details

Click any source card to open its detail view. Here you can see the AI-generated summary, the raw content, and metadata. You can also change the importance level or delete the source.

Importance levels

Essential; the AI treats this as required context for every section.
High; strongly prioritized during generation.
Medium; used as supporting context.
Low; available but not prioritized.

Good to know

The more complete your sources, the higher your input quality score and the less the AI fills in gaps.
You can add or remove sources at any time. The AI uses the latest set when generating.