Skip to main content

Cloud

  • Confirm the source uses a supported format and is not password protected.
  • Convert older office files to a current format before uploading.
  • Use a text-based or higher-quality scan when extraction misses content.
  • Check that important data is clear and consistently labeled in the source.

Self-hosted

  • Confirm the upload and persistent-data directories are writable.
  • Check document-processing logs for parser, OCR, file-size, or timeout errors.
  • Verify image and search provider credentials independently from the text provider.
  • For host services such as Ollama, use a hostname reachable from the container rather than container localhost.
  • Convert .doc, .ppt, and .xls files to modern equivalents when parsing fails.
Never share a source document with support unless it is safe to disclose.