Documents lets you bring your own files into cf0 so the AI in Lab can read and analyse them alongside live financial data. You can upload PDFs, spreadsheets, and images, browse your workspace filesystem, and — if you are an org admin — approve documents for sharing across your team.Documentation Index
Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt
Use this file to discover all available pages before exploring further.
Supported file types
| Type | Formats |
|---|---|
| Documents | PDF, DOCX |
| Spreadsheets | CSV, XLSX |
| Presentations | PPTX |
| Images | PNG, JPG, JPEG |
| Text | TXT, MD, HTML |
Scanned PDFs and image-heavy documents go through an OCR step after upload. Processing typically takes a few seconds to a minute depending on file size.
Upload a document
- Drag and drop
- File picker
Open the Documents page and drag one or more files from your desktop directly onto the browser window. A drop zone appears as you drag over the page. Release the files to start the upload.
Document tabs
The Documents page has three tabs:Org documents
Documents shared with your entire organisation by an org admin. All team members can see and use these files in Lab.
My documents
Your personal uploads. Only you can see these unless you request to share them with the org.
Workspace
A filesystem browser showing all files available in your cf0 sandbox — including documents, outputs, and working files from Lab sessions.
Workspace browser
The Workspace tab shows a full filesystem view of your cf0 environment. You can see every file that is available to the AI in your Lab sessions, including uploaded documents and files generated during previous conversations.Analyse documents in Lab
Once a document is uploaded and ingested, it is available to Lab automatically. Reference it in a Lab prompt to include it in the analysis:“Summarise the key risks in the uploaded investor presentation.”
“Extract the revenue and EBITDA figures from the uploaded Q3 spreadsheet.”Lab reads from your personal documents and any org documents shared with your team.
Team document sharing (org admins)
If you are an org admin, you can approve or reject document sharing requests from team members.Review the approval queue
When team members request to share a document with the org, the request appears in the Approval queue section at the top of the Documents page — visible only to admins.
Approve or reject
Click Approve to make the document available under Org documents for all team members. Click Reject to decline the request.