Documents (Admin)

Configure document processing — extraction engines, OCR, image description, chunking, embeddings and retrieval defaults for parsing and knowledge bases.

Admin Settings → Documents configures the engines and defaults behind Document Parser, Extraction, Classification and Knowledge Bases. Changes affect how future documents are processed.

Content extraction

OptionEffect
Content Extraction EngineThe primary engine used to read documents (built-in default, or an attached specialist engine — for example document-AI services or OCR-focused engines your deployment supports).
Engine connectionsSpecialist engines connect via their URL/key (for example a Document Intelligence endpoint and key).
Force OCRRun OCR even on files with text layers.
LanguagesOCR languages to improve accuracy.
Apply engine to modesChoose which processing modes use a given engine.

Upload and processing

OptionEffect
Allowed File ExtensionsWhitelist of uploadable types — restrict to what your workflows need.
Max Upload Count / Max Upload SizePer-request upload limits; raise carefully — larger values consume processing capacity.
Keep Line BreaksPreserve original line structure.
Extract Images / Disable Image ExtractionPull embedded images out of documents.
Image Compression Width/HeightDownscale large images during processing (empty = no compression).

Image description (multimodal knowledge)

OptionEffect
Describe Pictures in Documents / Describe Images With VLMHave a vision model write text descriptions of images, so image content becomes searchable in knowledge bases.
Image Description Source / Model Connection / ModelWhich vision model performs the describing.
Image Description PromptCustomise what the description focuses on.

Retrieval defaults (RAG quality)

These values shape answer quality for every knowledge base:

OptionEffectGuidance
Chunk SizeSize of text pieces documents are split into.Larger chunks = more context per hit but noisier; smaller = precise but can lose surrounding context.
Chunk OverlapHow much neighbouring chunks share.Smooths splits.
Embedding Model / EngineThe model that converts text to vectors.Changing it requires re-indexing all knowledge bases.
Embedding Batch SizeProcessing batch for indexing.Tune for speed on your cluster.
Top KHow many retrieved passages feed the answer.More context, more tokens.
Top K Reranker / Score / BM25 Weight / Hybrid SearchRanking refinements — combine keyword and semantic matching.Hybrid search helps with exact terms like codes and part numbers.
Full Context ModeProvide whole documents when they fit the context window.Best for small document sets.
Bypass Embedding and RetrievalSend content directly rather than retrieving.Specialised use only.

Maintenance actions

ActionEffect
Reindex knowledge filesRe-process knowledge-base content — required after changing the embedding model.
Reset upload directory / Reset vector databaseAdministrative resets — destructive; export anything needed first.

Change retrieval settings deliberately:

Chunking or embedding changes alter how existing knowledge bases answer. Re-test key question sets after any change, and re-index before rolling out.