Documents

Documentation

yeos documentation.

Document library

Add the files, websites, and document templates your team needs. yeos processes them in the background and keeps answers within the organization or workspace scope you choose.

What the document library does

Organization owners and admins can add knowledge documents, folders, public websites, and reusable document templates. Ordinary documents become searchable after processing. Templates provide formatting for generated documents and are separate from ordinary knowledge by default.

Upload files and folders

Open Documents in the web app and choose Upload documents or Upload folder. Uploads are managed by organization owners and admins and can target the organization or the currently selected workspace.

Individual files

Choose one or more supported files. You can add tags and resolve an identical-content conflict by overwriting the existing document or uploading a renamed copy.

Folders

Choose Upload folder to add a directory. The folder structure is preserved during selection and folder names can be used as tags for organizing the resulting documents.

Who can upload?

Document uploads, website ingestion, and document-template management require organization owner or admin access. Workspace membership still controls which workspace content a user can see.

Supported formats and limits

The browser upload accepts the following file families. A file is not searchable until its asynchronous processing has completed.

Knowledge documents

PDF · DOCX · DOTX · MD · HTML · TXT · CSV · XLSX

PDF, Word documents and templates, Markdown, HTML, plain text, CSV, and Excel workbooks are processed into searchable content.

Video documents

MP4 · MOV · AVI · MKV · WEBM

Supported video files are transcribed and can be searched after processing finishes.

Website sources

HTTP · HTTPS

Add a public HTTP or HTTPS URL separately from file upload. The fetched content becomes a website document.

Document templates

DOCX · DOTX

Only DOCX and DOTX files can be explicitly uploaded as document templates.

Legacy XLS workbooks and macro-enabled DOTM templates are not supported. Individual files are limited to 100 MB and one upload batch to 500 MB.

Organization and workspace scope

Choose the scope that matches how broadly the content should be available.

Organization-level documents

Use this scope for shared policies, templates, and reference material. Workspace questions can search organization-level documents together with documents in the selected workspace.

Workspace documents

Use this scope for project, client, department, or team-specific knowledge. Workspace content is available only within that workspace and to its authorized members.

Processing and document status

Uploading the bytes is only the first step. yeos queues the document, extracts its content, creates searchable sections, and then makes it available to retrieval.

Uploaded

The file has been stored successfully.

Queued

The document is waiting for background processing.

Processing

Content is being extracted, split, and indexed.

Processed

The document can be searched and cited by agents.

Duplicate documents

An identical document is rejected by default. You can overwrite the existing document when you intentionally want a newer version, or upload a renamed copy when both files should remain separate.

Add a website

Add website content as a persistent document when your team wants yeos to index and cite a public page over time.

1
Open Documents, choose Add website, and paste the HTTP(S) URL.
2
Optionally provide a display name and tags so the website is easy to find.
3
Submit the URL. The website document is queued while yeos fetches readable HTML or a PDF response and indexes its content.

Refresh an existing website

Use Refresh website text when the source page has changed. yeos fetches the URL again and re-indexes the existing website document instead of creating a second copy.

Website document vs Web Fetch

Adding a website stores it in the document library for later retrieval. Web Fetch is an optional runtime tool that lets an enabled agent fetch current web information while answering a question; it is not the same as adding a persistent website document.

Upload a document template

A document template is a reusable Word layout for generated files. In Documents, choose Upload as template, provide a display name and optional description, and select a DOCX or DOTX file.

Upload

Only valid, macro-free DOCX and DOTX Word packages can be registered as document templates.

Describe

Give the template a searchable display name and optional description. The template is scoped to the organization or selected workspace.

Select

Ask the agent to use a named document template. The agent can discover active templates that are visible in the current organization and workspace context.

Generate

The agent supplies structured values for the placeholders and creates a normal downloadable DOCX while preserving supported template formatting.

Templates and knowledge search

A document template is excluded from ordinary knowledge indexing by default, so its layout and placeholder instructions do not appear as evidence. If your workflow needs the template content to be searchable as knowledge too, explicitly enable the knowledge-base option during upload.

How document-template generation works

Template generation uses the template as a formatting resource and the agent response as structured input. The template itself is not added to the conversation evidence or returned as the generated file.

1. Define placeholders — Put simple Jinja-style names in the Word layout, such as project_name or report_date.

2. Name the document template — Ask for a document using the template name. If more than one active template matches, choose the intended one rather than relying on an ambiguous match.

3. Render a DOCX — The agent provides values for every required placeholder. The result is a normal DOCX artifact with the selected template ID and version retained as provenance.

{{ project_name }}
{{ report_date }}

Use structured values that match the placeholder names. Missing required values or invalid placeholder syntax prevents a ready artifact from being created.

Repeat rows in a document-template table

For a repeated table section, put the loop-start tag in its own Word table row, keep the placeholder row between the loop tags, and put the loop-end tag in its own row.

{%tr for item in items %}
{{ item.name }} | {{ item.amount }}
{%tr endfor %}

End-to-end test

Upload the DOCX as a document template, then ask the agent to create a report with two or three items. Download the generated DOCX and confirm that scalar values are replaced, one table row appears for each item, no template tags remain, and the original formatting is preserved. Repeat with a DOTX file; the generated result should still be a DOCX.

Access, safety, and troubleshooting

Document workflows respect organization and workspace boundaries. They also fail explicitly when content cannot be safely processed or a requested template is unavailable.

Access boundaries

Users and agents only see documents and active document templates authorized for the current organization and workspace context.

Template safety

Malformed Word packages, unsupported formats, macro-enabled templates, and inaccessible or archived templates cannot be used for new generation.

Website safety

Website ingestion accepts HTTP(S) URLs and fetches them in the background. URLs with embedded credentials and private or reserved network destinations are not supported.

When something fails

Retry failed processing from Documents. For template generation, correct missing values, invalid placeholder syntax, or an unavailable template instead of expecting an untemplated fallback.

Common questions

Can I upload legacy XLS or macro-enabled DOTM files?

No. Legacy XLS files and macro-enabled DOTM templates are unsupported. Convert spreadsheet content to XLSX and use macro-free DOCX or DOTX files for document templates.

Does adding a website crawl an entire domain?

No. Add a specific public URL as a website document. Use the optional runtime Web Fetch capability separately when an agent needs current web information during a response.

What happens if a document template value is missing?

Generation reports a missing-value error and does not expose a ready artifact. Provide the missing structured value or choose another active document template.

Can a workspace use an organization-level document template?

Yes. A workspace can use an active organization-level document template. Workspace-specific templates remain limited to that workspace and its authorized members.