Sources5 min readAdministrators

Upload and organize documents

Learn which documents to upload first, how to prepare files, and how to keep a searchable knowledge base.

The best answers come from current, clear, useful documents that match real employee questions.

Quick checklist

Select current documents.
Use descriptive file names.
Upload supported formats.
Assign document types if you use permissions.
Remove or replace outdated versions.

What to upload first

Start with documents that reduce interruptions: vacation policies, expense rules, sales processes, operations manuals, FAQs, pricing, and support procedures.

How to prepare files

Documents should have readable text, clear headings, and current content. If one file mixes several unrelated policies, consider splitting it so answers are more precise.

Use names like "Vacation policy 2026" instead of "final document v3".
Remove old versions that may contradict current content.
Keep tables and lists with clear headers.

Organization and types

Document types help organize the knowledge base and apply role-based access when the organization needs it.

Apply this guide in your workspace

Open Polp to connect sources, upload documents, or test a real question with your company's sources.

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