Importing documents

The bulk import feature allows you to efficiently add, categorize, and prepare large sets of documents for publication, streamlining content ingestion within Content AI.

This feature is designed to simplify large-scale content ingestion, migration, and updates within Document Manager , helping you efficiently feed Smart Assistant’s Knowledge Base .

By managing URLs, categories, and imports directly from a single interface, your team can centralize content acquisition and maintain full control over what’s added or updated.

Bulk Import Screen

Import multiple documents from external URLs simultaneously. documentBulkImport.png

URL Management

Add Multiple URLs

  • Start with one empty URL entry
  • Add unlimited additional entries

Per URL Entry Fields:

Document URL (Required)
  • Full URL to external document/page
  • Real-time validation
  • Visual error indicators for invalid URLs
  • Clear button to empty field
Categories (Optional)
  • Multiple selection dropdown
  • Same categories as manual document creation
  • Applied to downloaded document from that URL
Open URL Button
  • Opens URL in new browser tab
  • Preview content before importing
  • Disabled if URL is invalid
Delete Button
  • Removes URL entry from list
  • Disabled when only one entry remains (minimum one required)

Validation

Real-time URL Validation:

  • Error messages displayed below invalid URLs
  • Form submission disabled until all URLs valid

Validation Rules:

  • Must be valid URL format
  • Required field (cannot be empty)
  • Protocol required (http:// or https://)

Actions

Add new URL

  • Inserts new blank URL entry at bottom
  • Smooth scroll to new entry
  • No limit on number of URLs
  • Disabled during import process

Clear form

  • Resets all entries to single blank entry
  • Confirmation not required
  • Disabled during import process

Import documents

  • Starts batch import process
  • Disabled conditions:
    • Any URL validation errors exist
    • Import already in progress
    • Form is invalid

Import Process

Step 1: Synchronization

  • Saves all URLs to database
  • Creates new entries for new URLs
  • Updates existing entries (by ID)
  • Removes URLs not in submitted list

Step 2: Background Job

  • Queues import job
  • Job processes all URLs sequentially
  • Job timeout: 15 minutes

Step 3: Progress Tracking BulkImportURLs.png

  • Progress modal displays during import
  • Maximum wait time: 30 minutes

Step 4: Completion

BulkImportResult.png

  • Success notification with document count
  • Automatic redirect to Document List
  • Document status set to READY (ready for publication)

Error Handling:

  • Individual URL failures reported
  • Job failure notification
  • Timeout notification if exceeded
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Removing documents →