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The Library is your company’s knowledge base: past bids, CVs, case studies, policies, certificates and method statements. Everything in it, except documents marked as sensitive, is available to everyone in your organization, and Emma uses it as her main source of facts about your company. The better your library, the less Emma has to ask and the less she has to mark as “needs evidence”.
Onboard Emma like a new bid manager. A new hire does their best work once they’ve read your past bids, know your standard answers and can see what you’ve delivered. Emma is the same. A little time setting up the Library, Snippets, Templates and Past projects pays off on every bid after.
Open Library from the sidebar, under Knowledge. It has the tabs Files, Snippets and Templates.

Files

Documents you upload: PDFs, Word, Excel, PowerPoint, text files and images.

Snippets

Reusable text blocks. See Snippets.

Templates

Proposal structures and response forms. See Templates.

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Upload files

1

On the Files tab, click Add New, then Upload File

2

Drag files into the dialog or click to browse

You can upload several files at a time. Supported: PDF, Word, Excel, PowerPoint, text files and PNG or JPEG images. See Limits for file size and upload limits.
3

Check the document details

Under Document Details, check the Title and pick or create a Document Type, such as “Case study” or “CV”. If the file is confidential, mark it as sensitive. See Sensitive documents.
4

Click Upload

Reyda processes the file so it can be searched.

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Organize and find files

  • Search library files from the search box.
  • Filter by Type, Library tags and Kind (file format).
  • Tag files with Add tags and Remove tags. The number of tags per file is limited. See Limits. Tags such as “ISO 27001”, “Public sector” or “2025 bids” help you and Emma find the right evidence.
  • View or Open in viewer to read a file, Download, or select several files and Download as ZIP.
  • Delete files you no longer want Emma to use. Deletion can’t be undone.
A file that is attached as evidence to an open compliance item can’t be deleted yet. Reyda tells you so when you try.

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Sensitive documents

Library files are visible to everyone in your organization unless you mark them as sensitive. For confidential files, such as financial statements or HR records, mark the document as sensitive when you upload it. Only owners and admins can read sensitive documents, and Emma follows the same rule for the person she is working for. See Roles and permissions.

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How Emma uses the library

When Emma needs evidence, for example a reference project for a quality question, she searches the library. She cites what she used, so you can open the source and check it. If she can’t find evidence, she says so instead of inventing a claim. You can also point her at specific documents: in the chat, attach Library documents or type @ and pick a library item. Files in connected accounts, such as SharePoint, Google Drive and Notion, are not copied into the library. Emma reads them live when you ask. See Connect SharePoint, Google Drive and Notion.
What to upload first. Start with your most recent winning bids, your standard company overview, certificates (ISO, insurance), CVs of key staff, and a few case studies with numbers. That covers most selection and quality questions.

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Ask Emma

On the Library page, Emma’s suggested starters include Create a snippet, Improve templates, Tag documents and Summarize documents. She can tag files and create new Markdown documents in the library. She can’t delete your files.

Ask Emma

Ask Emma

Ask Emma

Snippets

Templates

Sources and citations

Reuse past bids

Last modified on October 28, 2026