Upload a PDF to the knowledge base
Select Upload document, add the PDF, and give it a clear document name. Remove password protection before upload.
Select Upload document, add the PDF, and give it a clear document name. Remove password protection before upload. Confirm that the document reaches Processed. Do not test answers while it is Processing or Error.
Before you start
- The document, URL or question-and-answer text
- Access to Knowledge Base
Step by step
Open Knowledge Base → Documents
Go to Knowledge Base → Documents from the main menu. Confirm that the selected record matches the task you are about to complete.
Upload a PDF to the knowledge base
Select Upload document, add the PDF, and give it a clear document name. Remove password protection before upload.
Check the result
Confirm that the document reaches Processed. Do not test answers while it is Processing or Error.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
