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Add a file to a Canvas to place it beside the notes, records, and results you’re working with.

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Add a file

  • Drag a file from your computer onto the Canvas.
  • Press U or choose Upload files from the insert menu.
  • Use Add from workspace to select an existing file.
  • Ask the agent to find a file through a connected app such as Google Drive.
When reusing a Workspace file, choose a live reference to keep it linked to the original or a copy to work independently. See Files in Cohesive.

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Wait for processing

A card can appear before its contents have finished processing. File summaries and content search become available as processing completes; not every format supports the same extraction or preview. If the agent can’t find a passage, check that processing has finished and open the original file to confirm the text is present.

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Work with the file

1

Select the source

Click the card, or select several cards for a comparison.
2

Ask a focused question

Press C and ask, for example: “Compare the delivery dates in these proposals and cite the source for each date.”
3

Check the answer

Open the source files and verify the cited details before using the result.
Use Add to workspace to make a Canvas file available for reuse across that Workspace. Removing a live reference only removes its placement; archiving an original file affects all its references.