You can upload up to 250 documents at a time into AlphaSense and search them for insight.
Select the Integrations experience that you see in your AlphaSense account
Legacy Integrations Experience
Note: Integrating internal content in AlphaSense is currently only available within our Enterprise Intelligence offering. If you'd like to learn more, please reach out to your Account Owner or via Live Help in AlphaSense.
Whether it is folders of historical research reports or a set of internally created documents that require analysis, there is no better way to quickly push content into AlphaSense.
To add content to AlphaSense:
Click on the Integration button (cloud icon) in the left-hand panel of the platform window.
Then, select Upload New Documents.
A pop-up Upload Documents window will appear and ask you to attach the appropriate files. Simply browse your computer to select the documents you wish to upload.
Once selected, you will have the option to add company tags and/or create custom tags to help classify any documents you upload.
To share the documents with colleagues:
Tick the Share these docs box.
Then, select the desired recipients by clicking on the Edit Recipients button.
To search across your content:
The documents you add are processed through our AI algorithms and are made available almost immediately and will be available for viewing on the My Content or Integrations page in AlphaSense. AlphaSense’s AI will automatically tag your documents and you will be able to search across internal content and apply AlphaSense’s AI search & discovery tools to a discrete set of documents for project-based work.
To quickly search across all of your internal content:
Select "Only" when hovering over "My Workspace" in the filter menu
To search across uploaded documents only:
Open the "My Workspace" dropdown
Select "Uploads"
To differentiate your search between content owners,
Select the My Content drop-down
Choose Only Mine to search across only the content you've created
Choose Shared with me to search across the content your teammates have shared with you.
To review our data security, data architecture, software, and more, login to AlphaSense and select the "Integrations" option from the left-hand side bar. From there, select "Security Guidelines".
Enterprise Intelligence Integrations Experience
Whether it is folders of historical research reports or a set of internally created documents that require analysis, there is no better way to quickly push content into AlphaSense.
To add content to AlphaSense:
Click on the Integration button (cloud icon) in the left-hand panel of the platform window.
There is also shortcut to immediately get to the uploads integration. Click the upload icon in the bottom left-hand panel just above the integrations.
Then, select Upload.
Follow the sequential prompts for:
Attaching Files
Click the "Upload" button on the left navigation pane.
Select up to 100 files from your device. Ensure they are in supported formats: .txt, .html, .htm, .pdf, .doc, .docx, .ppt, .pptx, .xls, .xlsx, .msg, .eml, .csv, .xlsb, .xlsm, .one, .tsv, .ods.
Adding Company Tags
Enter the names or tickers of relevant companies in the COMPANY'S field.
Reviewing Sharing Options
From the dropdown menu, choose the appropriate sharing settings for your documents. You can select between private and public access, or customize who can view the documents.
Uploading Files and Searching
Press the Upload and Share button to start the upload process.
Once uploaded, you can search for your documents under Research Sources > Uploads in the AlphaSense platform.
Upload Actions:
Company Tickers and User Tags:
Company Tickers: Users may specify company tickers which will be considered the primary ticker for the document. The system will auto-recognize primary tickers if not provided by the user.
User Tags: Users are encouraged to add tags to their uploads for better categorization of the ingested content.
Items to note:
Max File Size:
Individual File Limit: The maximum file size allowed is 100 MB per file.
Upload Session Limit: There is no cumulative size limit for a batch as long as it does not exceed 100 documents per upload and each document is within the 100 MB individual file limit.
Supported File Types:
AlphaSense supports a diverse array of file formats, including: .txt, .html, .htm, .pdf, .doc, .docx, .ppt, .pptx, .xls, .xlsx, .msg, .eml, .csv, .xlsb, .xlsm, .one, .tsv, and .ods.
Document Upload Limit:
Number of Documents: Users can upload up to 100 documents in a single session.
Attachment Limit: A maximum of 10 attachments is allowed for ingestion.
Discoverability:
Documents, including their attachments, become fully searchable within minutes, facilitating quick and efficient research.
Error Notifications:
Users will receive email notifications for errors, such as when the file size exceeds limits, the number of documents surpasses 100, or unsupported file types are submitted. These notifications detail the unprocessed files to keep users informed about the status of their uploads.
To reconcile your uploads:
AlphaSense integration reporting equips you with the tools for better understanding, management and optimization of your uploads. Click into Reports to get an audit of all uploads with the ability to download the report.
To search across your content:
The documents you add are processed through our AI algorithms and are made available almost immediately in platform. AlphaSense’s AI will automatically tag your documents and you will be able to search across internal content and apply AlphaSense’s AI search & discovery tools to a discrete set of documents for project-based work.
To quickly search across all of your internal content:
Click the My Workspace dropdown in the vertical filters
To search across uploaded documents only:
Hover over Uploads, then click Only
Click here to review our data security, data architecture, software, and more.