Link a Document-Processing Preset
A Smart Assistant can use Document processing for files attached in its conversations.
- Create and test the required preset in Knowledge when custom processing is needed.
- Edit the Smart Assistant.
- Under Document processing, keep Automatic or select the prepared preset.
- Save and upload a representative file in a test conversation.
- Confirm that processing completes and the returned citations are usable.
Automatic is the built-in default and is appropriate unless the document type needs specific parsing, language, extraction, table, enrichment, or embedding behaviour. Changing the preset affects future chat uploads; it does not reprocess files already indexed.
Still stuck? See Get Help with Support or reach your workspace administrator.
