Create Documents to Add to Document Tool

You can upload files to your document tools for agents to query from. Each document is a logical collection of attachments (files). You can add up to 500 files (attachments) to a single document, and each attachment can consist of up to 300 pages. Make sure that the total size of all attachments doesn't exceed 2GB. You can also upload multimodal files.

The following formats are supported for attachments:

PDF-TAGGED /SCANNED
HTML
JSON
MARKDOWN
XML
TXT
DOCX
DOCX-MULTIMODAL
XLSX
CSV
PPTX
JPG
PNG
ZIP

The content and structure of a document are key aspects to fetch the correct answer for your query. Here are some best practices for attachments:

Make sure that a single document doesn't contain more than 5 images or scanned pages. This applies to the following types of files:
- Fully scanned PDFs
- Image-only documents
- Multimodal files combining text and images.
If your content includes more than 5 images, split it into multiple smaller documents before uploading.
Avoid heavy files. To ensure reliable processing and avoid latency or timeouts, make sure that your attachments follow these standards:
- Avoid documents larger than 25 MB
- Use image compression where possible
- Prefer optimized PDFs over high-resolution raw scans
- Remove unnecessary pages, blank pages, or duplicated content before uploading

Document Structure

It’s highly recommended to structure your document using headings, subheadings, and so on.

Headings must clearly describe the meaning of the content in the subsequent section. Each section (under a heading) must contain semantically related concepts. If you find that a section contains a mix of concepts, it’s advisable to create sections. Also, the various heading levels must be clearly distinguishable. For example, use font size 12 for Heading 1, font size 10 for Heading 2, font size 8 for Heading 3, and so on.

A well-constructed document structure enables the agent to split the document into semantically meaningful chunks. This improves the quality of the generated answers.

Here's a comparison of two approaches to structuring a document:

Approach 1	Approach 2
Scope of Plan Coverage This plan covers Employees of ACME. An "Employee" shall mean a common law Employee of ACME, Inc. (ACME), ACME International Corporation and ACME Software Technology GmbH. Independent contractors and/or "leased workers" engaged by a staff leasing company aren't Employees for purposes of the Plan and therefore aren't eligible to participate in the Plan. Full and part time employees are covered as follows – You might participate in one of the medical, dental, vision, life/accidental death and dismemberment (AD&D), long term disability (LTD), and health care and dependent care flexible spending accounts (FSA) benefits offered under the Plan when you meet one of the eligibility requirements listed below. Regular Full-Time Employee on the ACME U.S. payroll scheduled to work 30 or more hours per week. Regular Part-Time Employee on the ACME U.S. payroll scheduled to work 20-29 hours per week. Interns and temporary Employees aren't eligible to participate in the Plan as they're not regular Employees of ACME. INPATRIATES are covered as follows – An Inpatriate (and eligible Dependents) residing in the United States for 90+ days and scheduled to work 30 -- 40 hours/week for an ACME Entity will be enrolled, upon notifying , in the following benefits: ACME Premium PPO Medical Dental Plan II Vision Service Plan (VSP) Option 1 An Inpatriate (and eligible Dependents) are not eligible for Life/Accidental Death and Dismemberment (AD&D) and Long-Term Disability (LTD) coverage. Your eligible dependents may be covered by the medical, dental, vision, and life insurance options under the Plan when Your Dependent meets one of the eligibility requirements listed in this section. NOTE: Your Dependents may not enroll in a particular benefit option offered under the Plan unless You are also enrolled	Scope of Plan Coverage This plan covers Employees of ACME and their dependents. Eligible Employees An "Employee" shall mean a common law Employee of ACME, Inc. (ACME), ACME International Corporation and ACME Software Technology GmbH. Independent contractors and/or "leased workers" engaged by a staff leasing company aren't Employees for purposes of the Plan and therefore aren't eligible to participate in the Plan. FULL & PART TIME EMPLOYEES You might participate in one of the medical, dental, vision, life/accidental death and dismemberment (AD&D), long term disability (LTD), and health care and dependent care flexible spending accounts (FSA) benefits offered under the Plan when you meet one of the eligibility requirements listed below. Regular Full-Time Employee on the ACME U.S. payroll scheduled to work 30 or more hours per week. Regular Part-Time Employee on the ACME U.S. payroll scheduled to work 20-29 hours per week. Interns and temporary Employees aren't eligible to participate in the Plan as they're not regular Employees of ACME. INPATRIATES An Inpatriate (and eligible Dependents) residing in the United States for 90+ days and scheduled to work 30 -- 40 hours/week for an ACME Entity will be enrolled, upon notifying , in the following benefits: ACME Premium PPO Medical Dental Plan II Vision Service Plan (VSP) Option 1 An Inpatriate (and eligible Dependents) are not eligible for Life/Accidental Death and Dismemberment (AD&D) and Long-Term Disability (LTD) coverage. ELIGIBLE DEPENDENTS Your eligible Dependents may be covered by the medical, dental, vision, and life insurance options under the Plan when Your Dependent meets one of the eligibility requirements listed in this section. NOTE: Your Dependents may not enroll in a particular benefit option offered under the Plan unless You are also enrolled.

Approach 1

Approach 2

Scope of Plan Coverage

This plan covers Employees of ACME. An "Employee" shall mean a common law Employee of ACME, Inc. (ACME), ACME International Corporation and ACME Software Technology GmbH. Independent contractors and/or "leased workers" engaged by a staff leasing company aren't Employees for purposes of the Plan and therefore aren't eligible to participate in the Plan.

Full and part time employees are covered as follows –

You might participate in one of the medical, dental, vision, life/accidental death and dismemberment (AD&D), long term disability (LTD), and health care and dependent care flexible spending accounts (FSA) benefits offered under the Plan when you meet one of the eligibility requirements listed below.

Regular Full-Time Employee on the ACME U.S. payroll scheduled to work 30 or more hours per week.
Regular Part-Time Employee on the ACME U.S. payroll scheduled to work 20-29 hours per week.
Interns and temporary Employees aren't eligible to participate in the Plan as they're not regular Employees of ACME.

INPATRIATES are covered as follows –

An Inpatriate (and eligible Dependents) residing in the United States for 90+ days and scheduled to work 30 -- 40 hours/week for an ACME Entity will be enrolled, upon notifying , in the following benefits:

ACME Premium PPO Medical
Dental Plan II
Vision Service Plan (VSP) Option 1
An Inpatriate (and eligible Dependents) are not eligible for Life/Accidental Death and Dismemberment (AD&D) and Long-Term Disability (LTD) coverage.

Your eligible dependents may be covered by the medical, dental, vision, and life insurance options under the Plan when Your Dependent meets one of the eligibility requirements listed in this section. NOTE: Your Dependents may not enroll in a particular benefit option offered under the Plan unless You are also enrolled

Scope of Plan Coverage

This plan covers Employees of ACME and their dependents.

Eligible Employees

An "Employee" shall mean a common law Employee of ACME, Inc. (ACME), ACME International Corporation and ACME Software Technology GmbH. Independent contractors and/or "leased workers" engaged by a staff leasing company aren't Employees for purposes of the Plan and therefore aren't eligible to participate in the Plan.

FULL & PART TIME EMPLOYEES

Regular Full-Time Employee on the ACME U.S. payroll scheduled to work 30 or more hours per week.
Regular Part-Time Employee on the ACME U.S. payroll scheduled to work 20-29 hours per week.
Interns and temporary Employees aren't eligible to participate in the Plan as they're not regular Employees of ACME.

INPATRIATES

ACME Premium PPO Medical
Dental Plan II
Vision Service Plan (VSP) Option 1
An Inpatriate (and eligible Dependents) are not eligible for Life/Accidental Death and Dismemberment (AD&D) and Long-Term Disability (LTD) coverage.

ELIGIBLE DEPENDENTS

Your eligible Dependents may be covered by the medical, dental, vision, and life insurance options under the Plan when Your Dependent meets one of the eligibility requirements listed in this section. NOTE: Your Dependents may not enroll in a particular benefit option offered under the Plan unless You are also enrolled.

Approach 2 is highly recommended. Breaking the document into semantically related content, organized by the various coverage categories, enables the agent to provide more relevant answers to questions about benefits coverage. Also, note that the various heading levels are visually distinguishable.