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Overview

Associate documents from your drive with projects to provide context for AI interactions and organize related content.

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Document Selection Process

1

Open Project

Navigate to project dashboard.
2

Go to Documents Tab

Click the “Documents” tab.
3

Click Add Documents

Click “Add Documents” button.
4

Navigate Tree

A dialog opens showing your drive in a tree view with checkboxes.
5

Select Items

  • Check boxes next to files or folders you want to associate
  • Selecting a folder selects all its contents
  • Half-checked indicates some children selected
6

Confirm Selection

Click “Confirm” or “Add” to associate selected items.
Documents appear in the Documents tab with processing status.

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Selection Strategies

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Individual Files

Select specific files by checking their boxes.

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Entire Folders

Check a folder to include all its contents.

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Mixed Selection

Combine individual files and folders as needed.

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Managing Associated Documents

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View Documents

Documents tab shows:
  • File/folder name
  • Processing status
  • Error details (if any)

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Document Status

Pending: Queued for processing Running: Currently being processed Okay: Successfully processed and ready Error: Processing failed (hover for details)

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Remove Documents

To disassociate documents:
  1. Find document in list
  2. Click remove icon
  3. Confirm removal
Document remains in your drive, only association is removed.

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Best Practices

  • Associate only relevant documents
  • Keep project focused (avoid kitchen-sink approach)
  • Check processing status after adding
  • Remove outdated documents
  • Use folders to associate related files at once

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Next Steps

Memories

Add memories to provide context

MCP Servers

Generate API keys for access