Documents - Cloosphere Guide

The document processing quality of Knowledge Bases (KBSphere) is determined by these settings. Properly configuring content extraction engines, text splitting, and embedding models is essential for RAG search accuracy. Configure in Admin > Settings > Documents.

Document Processing Profiles

New feature — Bundle document extraction methods and chunking strategies into profiles. Create multiple profiles and select per Knowledge Base (KB).

What is a Profile?

Previously, only one global extraction/chunking setting was possible. With profiles, define different setting bundles per use case and pick the appropriate profile for each KB.

Examples:
 • "Default Extraction" → default engine + fixed-size chunking
 • "High-Precision OCR" → Document Intelligence + table preservation
 • "LLM Vision + Context" → Vision LLM extraction + semantic chunking + Contextual Chunking

Profile Management

In the Document Processing Profiles section at the top of the Documents settings page, create and manage profiles.

Create profile

Click + New Profile to open the profile creation modal.

Setting	Description	Default
Name	Profile identifier name	—
Content Extraction Engine	Method for extracting text from documents	Default
PDF Image Extraction	Whether to extract text from PDF images	OFF
Text Splitter	Chunking strategy (fixed-size / semantic)	Character
Chunk Size	Size of each chunk	1000
Chunk Overlap	Overlap between chunks	100
Advanced Settings	Table preservation, context preservation, per-engine details	—

Set default profile

Click Set as Default in the profile list to sync that profile’s settings as the global default. KBs without a specified profile are processed with this default.

Pick profile in KB

In Workspace > Knowledge Base edit screen, pick the document processing profile. If unset, the default profile applies.

The default profile can’t be deleted. Set another profile as default before deleting.

Content Extraction

Pick the engine that extracts text from documents.

Engine	Strengths	Best For	Additional Settings
Default	Built-in text extractor	Simple text documents	PDF Extract Images toggle
Tika	Apache Tika server-based	Diverse file format support	Server URL (default: `http://tika:9998`)
Docling	Advanced document processing engine	Documents with complex layouts	Server URL (default: `http://docling:5001`)
Document Intelligence	Azure AI Document Intelligence	Azure environments, accurate OCR	Endpoint + API Key
Document AI	Google Cloud Document AI	Tables, forms, multi-column layouts	Project ID + Processor ID + Location
Mistral OCR	Mistral-based OCR	Image-based documents	Mistral API Key
LLM Vision	Vision LLM-based extraction	Complex layouts, text in charts/images	Vision model ID + prompt (optional)

The default engine is sufficient for most text-based documents (PDF, DOCX, TXT). For mostly scanned documents or image-heavy PDFs, Document Intelligence or Mistral OCR is recommended.

LLM Vision Extraction

New feature — A method that sends page images directly to a Vision-capable LLM (GPT-4o, Claude, etc.) for extraction as markdown text.

Compared to traditional OCR engines, this provides higher accuracy for complex layouts, text within images, and chart descriptions. Behavior:

Convert PDF to per-page images (300DPI-class)
Send each page image to Vision LLM in parallel
LLM returns markdown preserving table/list/title structure
Auto-correct broken sentences at adjacent page boundaries

Setting	Description
Vision Model	Pick a Vision-supporting model registered in the system (e.g., `gpt-4o`)
Extraction Prompt	Custom prompt (default prompt used if empty)

LLM Vision incurs page count × LLM calls. A 10-page PDF → ~19 calls (10 extractions + 9 boundary corrections). Consider processing time and cost for large documents.

LLM Vision requires the PyMuPDF package. Without it, document uploads using this engine will fail. Verify PyMuPDF installation in the deployment environment.

Text Splitting

Configure how extracted text is split into search-friendly chunks.

Setting	Default	Description
Text Splitter	Character	`Character`: split by char count. `Token`: split by Tiktoken tokens. `Semantic`: meaning-based split
Chunk Size	1000	Chunk size (chars or tokens). Reference value in Semantic mode
Chunk Overlap	100	Overlap between chunks (preserves context flow)

How should I pick the Chunk Size?

Size	Pro	Con	Recommended
Small (≤ 500)	Precise search	Context may be cut	FAQ, short paragraphs
Medium (1000)	Balanced performance	—	Most cases (default)
Large (≥ 2000)	Wider context preserved	Lower search precision	Long narrative documents

Why is Chunk Overlap needed?

When sentences are cut at chunk boundaries, related content may be missed during search. Overlap shares some text between adjacent chunks to preserve context. The default 100 is appropriate in most cases.

Enabling Bypass Embedding and Retrieval skips text splitting and embedding, injecting the entire document directly into the LLM context. Use only for small documents — large documents may exceed token limits.

Semantic Chunking

New feature — A method that splits chunks based on inter-sentence meaning similarity instead of fixed size.

When Text Splitter is set to Semantic, sentences are converted to embedding vectors, and chunk boundaries are auto-determined where similarity between adjacent sentences drops sharply.

	Fixed Size (Character/Token)	Semantic
Split criterion	Character / token count	Meaning similarity change
Pro	Fast and predictable	Splits at topic boundaries, improves search accuracy
Con	May cut mid-sentence/paragraph	Requires embedding engine, longer processing
Recommended	General documents	Long documents with frequent topic shifts

Semantic chunking requires an embedding engine to be configured. Without one, picking Semantic causes errors.

Table Preservation

New feature — Preserve tables (HTML/markdown format) in documents intact instead of splitting.

Standard chunking can split tables across multiple chunks, losing row/column information. With Table Preservation enabled:

Auto-detect tables in the document (HTML <table>, markdown |...|)
Standard chunking on text portions only
Tables are attached intact to the closest text chunk
Tables exceeding chunk size are split row-by-row while preserving the header

Controlled by the Preserve Tables option in profile advanced settings (default: enabled).

Especially effective for table-heavy financial reports and technical specifications. Search accuracy for specific cell values within tables is greatly improved.

Contextual Chunking

New feature — Each chunk has a context summary of the entire document generated by the LLM and prepended. Implements Anthropic’s Contextual Retrieval technique.

In later chunks of long documents, earlier context is lost, causing search matching failures. With contextual preservation enabled:

After chunking completes, call LLM for each chunk
Generate a summary of “where this chunk is in the entire document and its context”
Prepend the summary to the chunk before vectorization

[Before contextual preservation]
  Chunk: "In conclusion, the initial hypothesis was confirmed."
  → Can't tell what "A hypothesis" refers to → search fails

[After contextual preservation]
  Chunk: "This chunk is the conclusion of the A Hypothesis Verification Report,
  containing the final judgment integrating 50 experiment results.

  In conclusion, the initial hypothesis was confirmed."
  → Includes context → search succeeds

Setting	Description
Contextual Chunking	Activate/deactivate toggle
Model	LLM model used for context summarization

LLM calls happen per chunk count. A document with 100 chunks → 100 LLM calls. Bulk uploading large documents can greatly increase API costs. Use selectively for small or important documents.

Embedding Settings

Configure the embedding engine and model that converts documents to vectors.

Setting	Default	Description
Embedding Engine	SentenceTransformers	Service for vector conversion
Embedding Model	`all-MiniLM-L6-v2`	Model name to use
Batch Size	32	Documents processed per batch (only shown for Ollama, OpenAI, Azure)
Embedding Dimension	0 (auto)	Vector dimension count. 0 uses model default

Changing the embedding model makes existing document vectors incompatible. After changing the model, all Knowledge Bases must be reindexed.

Supported Engines:

Open-source embedding engine running locally.

Setting	Description
Model	HuggingFace model name (e.g., `sentence-transformers/all-MiniLM-L6-v2`)

Setting	Description
API URL	OpenAI API Endpoint
API Key	API authentication key
Model	e.g., `text-embedding-3-small`

Setting	Description
API URL	Azure OpenAI Endpoint
API Key	Azure auth key
API Version	API version

Setting	Description
API URL	Ollama server address
Model	e.g., `nomic-embed-text`

Setting	Description
Project ID	Google Cloud project ID
Location	Region (default: `us-central1`)
Service Account Key	Global key or Custom JSON key

Uses Google Gemini embedding API.

Setting	Description
API Key	Gemini API auth key
Model	Embedding model name (e.g., `text-embedding-004`)

File Upload Limits

Setting	Default	Description
Max file size	Unlimited	Single file upload max size (in MB)
Max files	Unlimited	Files usable simultaneously per chat
Allowed file extensions	All allowed	Comma-separated (e.g., `pdf, docx, txt`). Empty = all extensions allowed
PDF conversion extensions	Disabled	Extensions to convert to PDF via LibreOffice (e.g., `pptx, docx, xlsx`). LibreOffice installation required

Question Generation

A feature that pre-generates “questions a user might ask” for each chunk via LLM to improve search accuracy.

Setting	Default	Description
Enabled	OFF	Toggle on
Model	—	LLM for question generation
Max questions per chunk	10	Range 1–20
Question vector weight	0.5	0.0 (content only) ~ 1.0 (questions only). 0.5 = equal weight

Enabling adds LLM calls during document processing. Increases processing time and cost — use only when search accuracy is insufficient.

Cloud Storage Integration

Import documents into Knowledge Bases from external cloud storage. This setting only provides toggles — actual auth info must be set via environment variables.

Storage	Toggle	Required Environment Variables
Google Drive	ON/OFF	`GOOGLE_DRIVE_CLIENT_ID`, `GOOGLE_DRIVE_API_KEY`
OneDrive	ON/OFF	`ONEDRIVE_CLIENT_ID`
SharePoint	ON/OFF	`ONEDRIVE_CLIENT_ID_BUSINESS`, `SHAREPOINT_TENANT_ID`, `SHAREPOINT_SITE_URL`

Environment variables must be set to enable toggles. Enabling a toggle shows the cloud source in the Knowledge Base’s Add Content menu.

Reindexing and Reset

The actions below are irreversible. Always confirm before executing.

Action	Description	Impact Scope
Reindex Knowledge Bases	Rebuild vector indexes for all KBs	All Knowledge Bases (takes time)
Reset Vector Storage	Delete all data in the Vector DB	Deletes all vectors → reindexing required
Reset Upload Directory	Delete all files uploaded to the server	Deletes original files

When Reindexing is Needed

When you’ve changed the embedding model
When you’ve changed the search engine (Vector DB)
When you’ve changed chunk size/overlap
When document processing has issues

Knowledge Base

Create Knowledge Bases and manage documents — pick profile per KB

Search Engine

Vector DB and search parameter settings

Dynamic Filters

Knowledge Base metadata filter settings

​Document Processing Profiles

​What is a Profile?

​Profile Management

​Content Extraction

​LLM Vision Extraction

​Text Splitting

​Semantic Chunking

​Table Preservation

​Contextual Chunking

​Embedding Settings

​File Upload Limits

​Question Generation

​Cloud Storage Integration

​Reindexing and Reset

​When Reindexing is Needed

​Related Pages

Knowledge Base

Search Engine

Dynamic Filters

Document Processing Profiles

What is a Profile?

Profile Management

Content Extraction

LLM Vision Extraction

Text Splitting

Semantic Chunking

Table Preservation

Contextual Chunking

Embedding Settings

File Upload Limits

Question Generation

Cloud Storage Integration

Reindexing and Reset

When Reindexing is Needed

Related Pages