Title: Files and documents · Help · Steerbay
URL: https://www.steerbay.com/en/docs/files/
Language: English (Česky: https://www.steerbay.com/cs/docs/files/)
Summary: Material for the agent and the results it creates: documents, spreadsheets and summaries.

---

# Files and documents

Material for the agent and the results it creates: documents, spreadsheets and summaries.

## Providing material

Attach the file to the conversation, wait for the upload to finish and say what the agent should read or change in it. A path on your computer is not enough, because the agent works in the cloud; the file has to be attached.

- Say which version takes priority when the material disagrees.
- For spreadsheets, explain the columns, currency, period and whether amounts include VAT.
- For scanned documents, ask for unreadable passages to be flagged; recognized text can contain errors.
- When editing an existing document, say what must stay unchanged.

## From material to a deliverable

Name the kind of result: a summary in the chat, an editable document, a spreadsheet or a presentation. An answer's text is not a file; if you want a file, ask for it and for a download link. Before using it, open the file, check several values against the original and check totals, units, dates and names. A polished look does not confirm the content is correct.

Example request

> Use the attached file as the original and do not overwrite it. Save the result under a new name, say where it is and add a download link. If you cannot create the file, say so explicitly.

## Example: invoice review

The inputs are invoices as files. The agent prepares a review summary of suppliers, amounts, due dates and missing details, flags possible duplicates and prepares a list for the accountant. The result is a table to review; a person checks its accuracy and approves the next steps. Unreadable or incomplete invoices stay flagged in the summary. This example does not include automatic posting, tax decisions or payment, and it is not a customer case study.

## Finding the result

The link to a created file is in the conversation, and files stay with the work in the app, so you can open them on any device with the same account. Ask for a clear name and a new version rather than an overwrite. Downloading creates a local copy; edits to it do not return to the conversation by themselves, so attach the new version again. Download an important result before deleting or overwriting it.

## Only the information needed

Share only material you are authorized to use and that the task needs. Where practical, remove personal data and internal identifiers. Private deployment on hardware in Czechia is still only planned. Do not send invoices, personal data, passwords or company documents to the public AI help on this website; it is not meant to process them.

Missing an answer? The AI help searches every guide and shows its source.