Upload files and use saved materials
Attach new files to a conversation or select materials already available to you.
Upload a new file
Use “+ → Upload files” beside the message box and choose the files. Before sending, check the attachments and state the task, business subject and period.
If you only want to provide files, say “Keep these for now; no analysis yet.” A completed upload and a completed analysis are different states.
Use saved materials
Open “+ → Select materials”. Search by name or filter by company, type or receipt date. Tap a file to read it, or tap “Select” to choose files and then “Use in conversation” at the bottom.
Selection adds references to the current draft without sending it. Add your request and send when ready for CaiGeek to begin that work.
Read originals and manage materials
Click an uploaded attachment or a file in the materials list to read the original, then return to the conversation. For sharing, corrections or deletion, open “Settings → Data management”.
Uploaded materials are private by default. Data management shows only content you can access, and each file’s available management actions depend on your permissions.