Document Library

The library is your organization's shared repository of reference documents — policies, regulations, standards, and other materials that apply across multiple audits.

Why use the library

Documents in the library are:

• Indexed for AI — Chunked and embedded so the AI can search and cite them
• Shared across engagements — Link a library document to any engagement
• Permanently available — Unlike engagement documents, library docs persist across audits

Uploading documents

1. Navigate to Library in the sidebar
2. Click Upload Document
3. Select files — supports PDF, Word (.docx), Excel (.xlsx), and CSV
4. Choose a category:
   • Policy — Internal policies and procedures
   • Regulation — External regulatory requirements
   • Reference — Standards, guidelines, frameworks
5. Click Upload

Document processing

After upload, LOQI processes each document:

1. Reading — Extracting text from the file
2. Organizing — Splitting into meaningful chunks
3. Indexing — Creating embeddings for AI search

A progress indicator shows the current stage. Processing time depends on document size — a 50-page PDF typically takes 1-2 minutes.

Searching the library

Use the search bar to find documents by name or content. The library also shows:

• Document name and type
• Category badge (Policy, Regulation, Reference)
• Upload date
• Processing status

Linking to engagements

Library documents can be linked to specific engagements so the AI can reference them during risk analysis and report generation:

1. Open an engagement's Documents tab
2. Click Link Library Documents
3. Select the relevant documents
4. They appear in the engagement's document list

Deleting documents

Documents are soft-deleted — they can be recovered if needed. Deleting a library document removes it from all linked engagements.

What's next

• Engagement Documents — Upload documents specific to a single audit
• Document Processing — How LOQI processes your files