Hundreds of contract PDFs to ingest? An entire SharePoint site? This guide explains which approach fits your scale and how to triage failed uploads quickly.
Key takeaways
Three options by scale. Under 50 files: just drag-and-drop in the console. A few hundred to a thousand: use the Batch Upload button to select everything at once. An entire SharePoint site or OneDrive: enable the SharePoint Live connector for live indexing — files stay in your Microsoft cloud the whole time, meeting enterprise compliance.
Workspace Settings → SharePoint Live → Authorize with your Microsoft 365 account, then pick the sites or folders to connect. Once set up, when your team asks questions in the Playground, the system queries your SharePoint files live — update a document on SharePoint and the AI uses the new version instantly, no re-upload needed.
When a document shows Failed status, click into its detail page to see the reason. Top 3 causes: scanned PDFs (image-only, no text layer — run OCR first to make them searchable); encrypted PPT files (remove password in PowerPoint first); oversized Excels (split by worksheet and upload separately).
The header progress bar shows pending + processing counts so you always know what's left. The KB detail page filters documents by status (Pending / Processing / Ready / Failed) to quickly spot problems. After a batch ingest completes, run a few real questions in the Playground to validate answer quality.