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Work with files and saved context

Give the assistant the exact records your question depends on.

A reference identifies saved work. Use it to connect a request to the right Dataset version, Run, report, or evidence submission.

Add a saved record

Drag Vault items, Runs, or reports into the composer. An open reader’s Add to chat control also supports clicking and dragging. Record menus provide a keyboard action. Existing text and attachments stay in the unsent draft; repeated references to the same saved context are deduplicated.

References remain within the current account and physical Project. An evidence reference opens the exact saved submission, including its document or Dataset revision.

Add private files

Upload, paste, or drop up to 10 files per message, with a 64 MB limit per file. Sending waits for uploads to finish. Text and embedded PDF text can be read; image understanding depends on the chosen model. Image-only PDFs have no embedded text to extract.

Choose Save to Vault to copy a private attachment into the Project. Deleting a chat removes its private originals.

Keep the request specific

Ask the assistant to distinguish observed results, interpretations, and unanswered questions. Use review and approval to retain control of execution and decisions.