Search and use imported documents

After a document is saved in Import Studio, you can search its extracted text, ask a model about selected evidence, or create notes and tasks from useful pieces. These are separate actions. Keeping a document does not automatically put every chunk on the canvas.

Search the imported material#

Use the Studio's document search to search imported chunks across its library. Enter a term and press Return. Results identify the document and matching chunk. The search returns up to 20 matches; use more specific terms when broad wording returns the wrong section.

Clear the search to return to browsing. This search does not search every canvas note, capture or DataJar entry.

Ask This Document#

Select a document and find Ask This Document. Its Search this document field has two different actions:

• Return or Ask document, the arrow button, finds matching chunks within that document. This is a text-matching action.
• Ask Model requests a generated answer using retrieved chunks and recent turns for that document. Choose an available Model first if needed.

For example, ask “Which assumptions does the garden proposal make about summer water use?” Read the matching excerpts before accepting the generated answer.

Ask Model is disabled when the question is empty, another answer is running, or there is no available AI provider. Hosted availability depends on your account and credits. A question does not send the model an unlimited copy of the whole document; retrieval selects a bounded set of chunks.

The question-and-answer exchange is held in the current Studio view. Do not treat it as a durable document annotation or rely on it to survive reopening the app. Save useful text into a note you can find again.

Use one chunk#

Under Usable Items, each chunk offers Snippet, Node, Task, and Cluster actions.

Snippet, Node and Task act immediately. Repeating an action can create another item. Check the destination before clicking it again.

On Mac, excerpt text can be selected and copied. The mobile floating actions for converting only a highlighted passage are not a Mac workflow in this build; use a whole-chunk action or copy the passage into a note yourself.

Use the document's overview#

The document card offers:

• Summary Node — adds an overview note to the canvas.
• Summary Snippet — adds the overview as a capture.
• Document Network — prepares a root and child notes for review.
• Extract Snippets — creates a selection of representative captures.
• Extract Tasks — creates captures from chunks that look task-like.

Extraction is selective. It is not a command to convert every sentence into a task, and task-like wording is not proof that you intended to do the work. Read the created items and revise them before using them as your task list.

Review Network#

Document Network and cluster actions open Review Network. Read the proposed root and child items, then choose which children to include. All and None change the selection.

The preview reports how many child nodes are selected and how many source chunks were omitted. Large documents are deliberately condensed into a smaller proposed network. Choosing Create creates the selected network; Cancel leaves that proposal uncreated.

Topic-cluster actions can create a topic capture as well as its canvas network. A document-level network does not necessarily create the same extra capture. Read the review's creation description before confirming.

Send import material to a DataJar#

The Studio has its own DataJar import target menu. Choose a jar or No DataJar. This is separate from the Ideas tab's pinned capture target.

With a jar selected, accepted review and chunk actions can also record jar-backed entries with document references. A network is still a canvas network; the target does not make every network node a separate jar-entry workflow.

Review the resulting entries in DataJars and the Ideas list. Do not assume the target menu moves existing document chunks out of the Studio.

Delete the import or its created items#

The document's Delete button has the description Delete pulled data. It removes that document's extracted material, retained original and associated import information from the Studio. It does not also remove the notes and captures you previously created from the document.

Delete Created opens Delete created Glob items?. Confirming Delete pulled data and created items also acts on the items recorded as created from that document: captures are archived and recognised canvas items go to Trash.

Choose carefully. Deleting only the pulled data also removes the Studio's list of those creation relationships, so do not expect to return afterwards and use it to clean up every previously created item. Check the active project and captures directly when needed.

This describes the app's controls, not a policy guarantee about deletion. Read the Privacy Policy for data handling.