Manage Documents
Upload files to your project, organize them in folders, and let the Knowledge Curator automatically classify content into the knowledge graph.
Prerequisites
- An existing project (see Create a Project)
- For auto-classification: the project's Knowledge Graph must be enabled
Steps
1. Open the Documents page
Navigate to your project in the sidebar, then click Documents. This shows the document library with a folder tree on the left and file list on the right.
2. Upload a file
Drag and drop a file onto the upload area at the top of the page, or click the upload area to browse your file system.
If Knowledge Graph is enabled, the upload triggers the Smart Upload flow:
- The file content is sent to the Knowledge Curator for preview analysis
- A modal appears with the Curator's suggestion: a semantic domain, a target folder, and a reason
- You can accept the suggested folder or choose a different one
- Click Upload to save the file to the confirmed folder
If Knowledge Graph is disabled, the file uploads directly without curation.
The Curator uses the project description and existing folder structure to decide where a file belongs. A detailed project description leads to better folder suggestions.
3. Create folders
Click New Folder in the folder sidebar to create a folder. Give it a name and an optional description. The description helps the Knowledge Curator route future documents to the right location.
Folders can be nested (e.g., research/papers). Empty folders are tracked via the project's folder descriptions, so they appear in the sidebar even without files.
4. Organize existing documents
To move a document to a different folder, open the document's detail view and change its folder assignment. You can also rename folders -- all documents and subfolders inside are moved automatically.
To delete a folder, it must be empty first. Move or delete its documents, then remove the folder.
5. Monitor classification status
When Knowledge Graph is enabled, uploaded documents are classified automatically. Each document shows a status badge:
| Badge | Meaning |
|---|---|
| Pending | Waiting to be classified |
| Curating | The Knowledge Curator is evaluating the content |
| Classifying | The Meder 3-pass classifier is running |
| Classified | Complete -- shows the number of knowledge units created |
| Failed | Classification failed -- hover the badge for the error message |
Classification updates arrive in real time via WebSocket. You do not need to refresh the page.
6. Re-classify a document
If you update a document's content or want to re-run classification, open the document and click Classify. This purges the old knowledge units and runs a fresh classification pass.
7. Edit document content
Click a document to open the document viewer. Markdown files can be edited inline. Click Save to re-upload the updated content to storage.
What's next
- Use the AI Assistant to ask questions about your documents
- Create a Workflow that processes documents automatically