Choose and Configure a Processing Preset

A processing preset saves the current parsing, chunking, model, prompt, enrichment, extraction, and embedding settings for reuse.

Manage presets from Knowledge Documents

Open the processing-preset control on a document card. You can:

• apply an existing preset to the selected document;
• save the document's current settings under a new name;
• update an existing preset by saving with the same name; or
• delete an obsolete preset.

Applying a preset changes the processing controls; run or rerun the required stages for the settings to affect output. Deleting a preset does not delete documents, but an Auto-Sync rule or Smart Assistant may still reference it.

Use presets safely

Test a preset on a representative document before using it in automation. Use Automatic in a Smart Assistant unless chat uploads require a prepared preset. In Auto-Sync, each rule requires one Target Preset; the Presets tab can also mark a global default.