Documents

Documents (/documents) is the organisation file library.

Uploading

• Drag files into Documents or use upload buttons
• Attach in AI Agents or forward to the shared inbox
• Supported formats include PDF, Office files, CSV, Excel, images

Linking

Documents can link to:

• Positions and transactions
• Chat messages (thread attachments)
• Deals in deal flow

Search

Ask chat to search_documents by filename, title, or filter by position/transaction/message. After long threads are summarised, use get_document_content with document ids from search.

Metadata (title, description) may be auto-generated on upload for easier search.