AI & records · Updated
Open Saved profile documents
Go to All features → Saved profile documents. Expand a saved record to review its filename, type and summary.
Download the original
Choose Prepare private download, then Download file. The owner-checked link expires after one minute. Prepare it again if it expires.
Upload a new document
Expand Upload a private profile document. Select a profile type, profile, document type and file, then Upload private document. Accepted files are PDF, JPG, PNG, WebP, DOCX, TXT and CSV up to 20 MB.
Before you rely on the result
Document storage needs the existing membership and storage permissions. Uploading stores the file and metadata; it does not scan it or automatically create other records. Use AI assistant → Scan / upload document for extraction, with its separate 3 MB limit.
