Upload Documents

Bulk upload your documents and make them searchable

You can upload up to 100 documents at a time into AlphaSense and search them for insight.

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.

• Adding Content to AlphaSense
• Upload Actions
• Items to Note
• Reconciling Your Uploads
• Searching Across Content

Adding Content to AlphaSense

1. Click on the Integration button (cloud icon) in the left-hand panel of the platform window.
2. 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.
3. 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.

Reconciling 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.

Searching Across 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:

1. Click the My Workspace dropdown in the vertical filters
2. To search across uploaded documents only:
3. Hover over Uploads, then click Only

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