CogLake User Guide
Knowledge Base

Previews and notes

Inspect original files, extracted text, metadata, and versioned manual context.

Non-Markdown files use a full-width preview so the original content remains the focus. The actions above the preview open secondary information only when needed.

DOCX file rendered inside the Knowledge Base with notes and extracted-text actions.
Office documents are rendered in place while notes, extracted text, metadata, and the original remain one click away.

Preview actions

  • Notes opens manual context attached to the file.
  • Extracted text shows the text used by search and agents.
  • Info shows source, media type, size, and processing metadata.
  • Open original opens or downloads the original through the permission-checked API.

PDFs render inside the application. Office documents use a generated document preview with an extracted-content fallback. CSV files render as a table; images, audio, and video use their native media controls. Email messages use a mail-style header and body layout.

Notes and history

Notes add context that may not exist in the original file, such as an account owner's explanation, a contract caveat, or a review status. Saved notes are indexed with the document and can therefore influence search and agent context.

Notes inherit the file's permission boundary. The panel records who created or changed a note and when it happened. Use the history selector to inspect up to the latest ten saved versions.

When a preview fails

CogLake shows a centered unavailable state rather than the browser's broken-media icon. Use Extracted text to inspect available content or Open original to access the source. Administrators can retry processing from Diagnostics.

On this page