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Documents

Documents lives in Settings → Documents. Use it to add files, folders, or URLs as reference context for skill workflows.

What's on this screen

The page shows a Documents heading, a short description, action buttons, and a table of added documents.

The action buttons are:

  • Upload file
  • Add URL
  • Add folder

The document table has these columns:

  • Name
  • Source
  • Assigned to
  • Added

Upload a file

  1. Open Settings → Documents.
  2. Click Upload file.
  3. Choose a .md, .txt, or .pdf file.

The document is added and assigned to All skills by default.

Add a URL

  1. Open Settings → Documents.
  2. Click Add URL.
  3. In Add document from URL, enter Name.
  4. Enter URL.
  5. Use All skills to decide whether the document applies to every skill or selected skills.
  6. Click Fetch & Add.

If All skills is off, select one or more skills from the list before adding the URL.

Add a folder

  1. Open Settings → Documents.
  2. Click Add folder.
  3. Choose a folder from the folder picker.

The app adds supported documents from the folder and assigns them to All skills by default.

Change document assignment

  1. Click the value in Assigned to for a document.
  2. In Assign "document name", use All skills to switch between all-skill and selected-skill assignment.
  3. If assigning to selected skills, check the skills that should receive the document.
  4. Click Save.

The assigned-to value can show All skills, No skills, a single skill name, or a count such as 3 skills.

Delete a document

Click the trash button on a document row to remove it.

What you'll see

  • LoadingLoading documents…
  • Empty stateNo documents added yet. Upload a file or add a URL to get started.
  • No skills found — shown in the assignment picker when there are no skills to select.

Quick reference

ControlWhat it does
Upload fileAdds a .md, .txt, or .pdf file
Add URLFetches and adds a document from a URL
Add folderAdds supported documents from a folder
All skillsAssigns the document to every skill when enabled
Fetch & AddSaves a URL document
SaveSaves assignment changes

Skill Builder user documentation