What to load first
The quickest way to find out whether this works for you is to load a folder you already search often, then ask it the thing you gave up looking for last week.
A good first corpus
- The documents people ask you about. Policies, procedures, the contract templates, the decisions from the last quarter's meetings.
- One team's material, not the whole archive. A few hundred documents your team actually uses tells you more than ten thousand nobody opens.
- The things that change. Where a rule has been updated, load both versions. Cornerstone dates the superseded one and reads from the current one.
How documents are counted
A document is any file you upload, whatever its type or size. Your workspace includes 10,000 documents. Past that we talk to you before anything changes; see pricing for the detail.
What to keep out
Do not load personal data you have no lawful basis to process, or special-category data such as health records, unless your organisation has a valid condition for it. The acceptable use policy, which you accept when your workspace is created, sets this out. Content you mark as restricted is held out of the search index and access-controlled.
Next: your first questions.