Files in datarooms
Upload, view, edit and move files, and process them again with a different pipeline.
On this page
Files
Upload files to the Dataroom by clicking on the Upload Files button.
Supported File Types
AITEZA supports a wide variety of file formats for document processing. Files are automatically processed and indexed for retrieval.
Documents
- PDF (
.pdf): Portable Document Format, including scanned documents - Word (
.doc,.docx): Microsoft Word documents (legacy and modern) - PowerPoint (
.ppt,.pptx): Microsoft PowerPoint presentations - Excel (
.xls,.xlsx): Microsoft Excel spreadsheets - OpenDocument (
.odt,.ods,.odp): LibreOffice and OpenOffice text documents, spreadsheets, and presentations - RTF (
.rtf): Rich Text Format - Plain Text (
.txt): Plain text files - Markdown (
.md): Markdown formatted text - CSV (
.csv): Comma-separated values - HTML/XML (
.html,.htm,.xml): Web and markup files
Images
- JPEG (
.jpg,.jpeg): Common image format - PNG (
.png): Portable Network Graphics - TIFF (
.tiff,.tif): Tagged Image File Format - BMP (
.bmp): Bitmap images - GIF (
.gif): Graphics Interchange Format
Audio (with automatic transcription)
- MP3 (
.mp3): MPEG Audio Layer 3 - WAV (
.wav): Waveform Audio File Format - FLAC (
.flac): Free Lossless Audio Codec - AAC (
.aac,.m4a): Advanced Audio Coding - OGG (
.ogg): Ogg Vorbis audio - WebM (
.webm): WebM audio - WMA (
.wma): Windows Media Audio - AIFF (
.aiff): Audio Interchange File Format
- Outlook (
.msg): Microsoft Outlook messages - EML (
.eml): Standard email format (RFC 822) - MBOX (
.mbox): Mailbox format for multiple emails
Archives
- ZIP (
.zip): Common archive format - TAR (
.tar): Tape archive format - 7-Zip (
.7z): 7-Zip compressed archive - GZIP (
.gz): Gzip compressed file - BZIP2 (
.bz2): Bzip2 compressed file - XZ (
.xz): XZ compressed file
Files over 100 MB are stored but not processed into searchable content.
Uploading Files
- 1
Either drag and drop files from your computer onto the settings page, paste a file, image, or screenshot directly from your clipboard, or click
Upload Filesto select files from your computer. - 2
After processing, the files will be listed in the Dataroom.
Selecting Multiple Files
The file list offers a select-all option, letting you select every file at once instead of clicking through them individually. This speeds up bulk actions on many files, such as moving several files to another dataroom at once or retrying embeddings for multiple files together.
Select All Files
- 1
Open the
Filestab in the Dataroom settings. - 2
Use the select-all control in the file list to select every file, or select individual files as needed.
- 3
With one or more files selected, apply a bulk action, such as moving the files or retrying embeddings.
File Content Viewer
When you open a file from the file list, the content viewer displays the extracted markdown representation. For PDFs, the original document is shown alongside the markdown. Word, Excel, PowerPoint, and supported OpenDocument files can also be opened directly as a PDF preview, so you can quickly review their content without downloading the file or opening it in a separate program. The viewer provides several tools:
- Version History (
Versionsverlauf): View all versions of the file with type indicators and notes. - Copy MD (
MD kopieren): Copy the extracted markdown content to your clipboard. - Download: Download the original source file or the extracted markdown file.
- Edit (
Bearbeiten): Open the built-in markdown editor to modify file content directly. - Search Highlighting: Search terms are highlighted within the document content for quick navigation.
File Versioning
Files in datarooms have full version history. Every change, whether an initial upload, a manual edit, a reprocessing, or a file replacement, creates a new version that is tracked and can be restored.
View File Version History
- 1
Open a file in the content viewer by clicking on it in the file list.
- 2
Click the Version History button in the viewer toolbar.
- 3
The version history panel shows all versions with type indicators (Initial upload, Manual edit, Reprocess, File upload, Restore), user information, timestamps, and optional notes.
- 4
Click any version to view its content. Use the Restore action to revert to a previous version.
Editing File Content
You can edit file content directly using the built-in rich-text markdown editor. Each edit creates a new version automatically, preserving the full history.
Edit a File
- 1
Open a file in the content viewer.
- 2
Click the Edit button to switch to edit mode.
- 3
Make your changes in the markdown editor.
- 4
(Optional) Add a note describing your changes (max 1000 characters). This note will be visible in the version history.
- 5
Click Save to create a new version with your changes, or Cancel to discard.
Uploading a New File Version
You can upload a new file to replace the source document while preserving the full version history. This is useful when you have an updated version of a document but want to keep the previous versions accessible.
Upload a New File Version
- 1
Locate the file in the file list and open the actions menu.
- 2
Select Upload New Version.
- 3
Select the new file from your computer. The file will be processed and a new version will be created.
Audio Files and Transcripts
Audio files are transcribed into text instead of being processed like documents. While a recording is being transcribed, the file list shows the status Transcribing (Transkribieren).
When you open a transcribed recording, the content viewer shows the transcript instead of the extracted markdown:
- Player: Play the recording, jump to any position and change the speed (1×, 1.25×, 1.5×, 2×). The passage being spoken is highlighted and kept in view.
- Passages with times: Every passage has its own start time. Click a time or the text of a passage to play the recording from there.
- Speakers: Where the transcription model can tell speakers apart, passages are labelled Speaker 1 (
Sprecher 1), Speaker 2 and so on. The name is shown whenever the speaker changes. - Search (
Im Transkript suchen): Search terms are highlighted in the transcript. Use Enter or the arrow buttons to move between the results. - Citations: If you open a recording from a source in a chat answer, the quoted words are highlighted and scrolled into view. A citation of an older version shows that version’s transcript; the player is hidden there because the recording may have been replaced since.
Name a Speaker
- 1
Open the recording in the content viewer.
- 2
Click a speaker in the Speakers row above the transcript, or the speaker’s name above a passage.
- 3
Enter a name, for example
Project lead, and press Enter. Press Esc to cancel. - 4
The name replaces the label everywhere in the transcript and is used in chat answers from now on. Leave the field empty to go back to the numbered label.
Correct a Transcript
- 1
Open the recording in the content viewer and click Edit.
- 2
Each passage has its own text field; times and speakers stay fixed. Correct misheard words directly in the fields. Clear a field completely to remove that passage.
- 3
(Optional) Add a note describing your changes.
- 4
Click Save. The corrected transcript is saved as a new version and keeps the player, speaker names and times.
Transcribe a Recording Again
- 1
Locate the recording in the file list and click Transcribe again (
Neu transkribieren), either directly in the row or in the actions menu. - 2
Confirm in the dialog Transcribe recording again. The recording is transcribed with the transcription model that is currently set.
Moving Files to Another Dataroom
Owners and Editors can move a file to a different Dataroom they have access to. Moving a file removes it from the original Dataroom and re-indexes it in the target Dataroom; future retrieval will use the target Dataroom only.
Moving a File to Another Dataroom
- 1
Navigate to the source Dataroom and open
Settings>Files. - 2
Locate the file you want to move and click the
Moveaction (ellipsis menu if not directly visible). - 3
Select the target Dataroom from the list. Only Datarooms where you are
OwnerorEditorare selectable. - 4
Confirm the move in the dialog.
- 5
After processing, the file appears in the target Dataroom and is removed from the original; its contents become available for retrieval there.
Reprocessing Files
You can reprocess existing files to update their content and embeddings using different processing pipelines. This is useful when:
- Processing algorithms have been updated.
- The initial processing did not extract content correctly (e.g., scanned documents).
- You want to try a different processing model for better results.
Processing Pipelines
AITEZA offers four processing pipelines. Select the level that matches the document; higher levels analyze the content more intensively.
| Level | Pipeline | Description |
|---|---|---|
| 1 | Standard Text Extraction (DOCLING), recommended | Extracts text and structure directly from digital documents. |
| 2 | OCR Text Recognition (DOCLING) | Recognizes printed text using Optical Character Recognition; ideal for scans without a searchable text layer. |
| 3 | Visual Document Analysis (VLM) | Analyzes pages visually, including complex layouts, tables, and illustrations. |
| 4 | Optimized PDF Analysis (VLM), high compatibility | Technically prepares the PDF and then analyzes it visually, providing higher compatibility with invalid or problematic PDF structures. |
The fourth pipeline creates a new PDF export with cleaned metadata in the background before visual analysis. Use it when a PDF cannot be processed reliably with the first three pipelines.
Using a VLM Pipeline
The VLM pipelines use AI vision models to understand and extract content from documents. They are particularly useful for:
- Scanned or photographed documents with poor quality.
- Documents with complex visual layouts.
- Handwritten notes or annotations.
- Problematic PDFs that DOCLING or standard visual analysis cannot process reliably.
Reprocess a File with VLM
- 1
Navigate to the Dataroom settings and open the
Filessection. - 2
Locate the file you want to reprocess and click the reprocess action (ellipsis menu if not directly visible).
- 3
Select Visual Document Analysis (VLM), or choose Optimized PDF Analysis (VLM) for a PDF with an invalid or problematic structure.
- 4
Choose a VLM model (e.g.,
gpt-4o) from the available options. - 5
Confirm to start reprocessing. The file will be re-indexed with the new content.
Retry Embeddings
If content extraction succeeded but vectorization (embedding creation) failed for a file, you can retry the embedding step without reprocessing the entire file. This is a lightweight operation.
Retry Embeddings for a File
- 1
Locate the file in the file list and open the actions menu.
- 2
Select Retry Embeddings (or use the bulk action Reembed for multiple files).
- 3
Confirm the action. The embeddings will be regenerated without re-crawling or reprocessing the source.

