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Annotated knowledge base showing document status, scopes, linked deals, and sharing controls. Use document status to decide whether a knowledge base file is ready, retryable, downloadable, or safe to delete.

Status values

  • Pending: Ergo created the document record and is still indexing the extracted text.
  • Indexed: the document was indexed and can be used as knowledge base context.
  • Failed: indexing failed after text extraction or ingestion.

Retry

  • Retry is available for failed documents.
  • Retry uses the extracted text saved from the original upload.
  • Retry is not available when the document is not failed or when no extracted text is available.

Delete

  • Delete removes the document record after cleanup.
  • If indexed chunks exist, Ergo attempts to remove them before deleting the MongoDB record.
  • If an original file was stored, Ergo also cleans up the stored file.

Download

  • Download is available only when the document has a stored file.
  • The backend exposes downloads through the document download route and can return inline or attachment disposition.
  • If a document has no downloadable file, the route returns that state instead of inventing a file.
Last modified on June 8, 2026