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Beginner · 4 min

Upload Documents

Upload supported files into your workspace or project so they can be processed and used as authorised context.

CoreIntroduced v13.0Reviewed 2026-08-28

What This Does

Upload supported files into your workspace or project so they can be processed and used as authorised context.

Why It Matters

This capability helps turn working information into a clearer, reusable professional outcome instead of leaving the result as isolated chat or disconnected files.

How to Use It

  1. Open the relevant EraNorth area.
  2. Start with the business outcome you need.
  3. Add only the authorised project, document, data or organisation context required.
  4. Review the result, sources and permissions before saving, sharing or taking action.

Try It

Open Upload Documents and use it on a real low-risk piece of work. Keep the first exercise small enough to review end-to-end.

Example

Upload a supplier quotation PDF and attach it to the sourcing project.

Tips

  • Keep important claims tied to authorised evidence and review high-impact decisions before acting.

Next

Return to the Academy path that contains Upload Documents or search for the next capability in your workflow.

Learn by doing

Open the real feature and apply this lesson to a low-risk piece of work.

Open Upload Documents →
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