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How to Upload Parts Catalog PDFs

assistants-knowledge-bases beginner

Upload your parts catalog PDFs to a SecureAI knowledge base so the AI assistant can search, cross-reference, and answer questions about your catalog data.

Before You Upload

Not all PDFs are created equal. SecureAI indexes the text content inside a PDF. Keep these points in mind:

How to Upload

  1. Open your SecureAI workspace and navigate to Knowledge in the left sidebar.
  2. Select the knowledge base you want to add the catalog to, or create a new one.
  3. Click Upload Files and select your PDF.
  4. Wait for indexing to complete. Indexing may take a few minutes depending on file size. You will see a progress indicator.

Once indexed, the catalog content is available to the AI in any conversation that uses that knowledge base.

Tips for Best Results

Name Your Files Clearly

Use descriptive file names like dorman-brake-components-2026.pdf instead of catalog_v3_final.pdf. Clear names help you manage your knowledge base and help the AI understand the document's scope.

Split Large Catalogs

If your catalog covers multiple product categories, split it into separate PDFs per category. This improves indexing completeness and makes the AI's search results more focused.

Verify After Upload

After uploading, test the knowledge base with a few queries:

If the AI cannot find information you know is in the catalog, the PDF may lack a text layer. Re-process it with OCR and re-upload.

Keep Catalogs Current

When you receive updated catalogs from suppliers, replace the old PDF in the knowledge base with the new version. Outdated catalog data leads to incorrect cross-references and discontinued part numbers.

Troubleshooting

Problem Likely Cause Solution
AI cannot find parts listed in the PDF PDF is a scanned image without OCR Run OCR on the PDF and re-upload
Only partial catalog content is searchable PDF exceeds 100 pages Split into smaller files by section
Upload fails or times out File too large or network issue Check file size, retry on a stable connection
AI gives answers from wrong catalog Multiple catalogs with overlapping content Use separate knowledge bases per supplier, or include the catalog name in your query

Next Steps