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Add files

Add Data accepts a set of related files once, classifies each one, and prepares the correct module journey.

Supported files

Tabular data

  • Excel workbooks (.xlsx, .xlsm)
  • Comma-separated values (.csv)

Legacy .xls workbooks are not supported. Save them as .xlsx or .csv before upload.

Source documents

  • PDF (.pdf)
  • Microsoft Word (.docx)
  • Microsoft PowerPoint (.pptx)
  • Plain text (.txt, .text)
  • Markdown (.md, .markdown)

Each file may be up to 20 MB. Password-protected, damaged, image-only, executable, or unsupported files may be rejected or may not produce searchable content.

Add a module

  1. Open Datasets under Workspace.
  2. Select the + button to open Add Data.
  3. Enter a descriptive module name.
  4. Drag files onto the upload area or select Choose files.
  5. Wait for RebelCore to classify the selection.
  6. Check the Tabular data and Source files groups.
  7. For each Needs review item, choose Tabular or Source file, or remove it.
  8. Select Full, Limited, or Advisory only exposure.
  9. Continue with the recommended action.

The exposure setting is available throughout Add Data. Limited is the default. For a tabular or mixed module, the selection is carried into Module Builder, where it can still be adjusted before the module is built.

How classification works

Recognised tabular types follow the existing import and content-validation path. Recognised document types follow the established RebelVault parsing, chunking, storage, and vectorisation path.

Ambiguous or unsupported extensions fail closed into Needs review. RebelCore does not silently decide that an unknown file is safe tabular data.

Prepare tabular data

  • Use one clear header row.
  • Give every column a meaningful, unique name.
  • Keep the same data type down each column where practical.
  • Remove blank trailing rows and columns.
  • Use consistent date and number formats.
  • Avoid merged cells in the main table.

Prepare source documents

  • Prefer text-based PDFs; scanned image-only PDFs may require OCR first.
  • Remove password protection.
  • Split very large documents into focused files where practical.
  • Use descriptive filenames so citations remain understandable.

Mixed uploads

When one selection contains both groups:

  • tabular files are imported into the structured module;
  • source documents are attached to that module for Agent file questioning;
  • Module Builder shows the source documents in a read-only tab;
  • both capabilities inherit the module’s LLM exposure.

If an item fails, review its individual status. Successfully uploaded items are not automatically discarded; replace or retry only the failed source where the interface offers that action.

Next step