Reference Documents

How to Set Up and Use Reference Documents in Frase

1. Add a New Reference Document

Go to the AI Knowledge Base tab and click on Reference Docs in the top right corner.

You’ll have two options:

• Upload a File: Add a PDF, DOCX, TXT, or CSV from your computer

• Create a Document: Start from scratch directly inside Frase

📌 Each document can contain up to 6,000 words.

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2. Organize and Manage Your Docs

After uploading, your document becomes:

• Searchable: Use keywords to find exactly what you need

• Editable: Make updates directly inside Frase

• Visible to the right people: Use visibility settings to control access

Use folders to group related documents—for example, by client, campaign, or content type.

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3. Use Reference Docs While Creating Content

Option 1: In the Document Editor

• Type @ in any Frase document

• Select one or more Reference Docs to inform your AI generation

• Frase will use the selected sources as context

Option 2: During Brief or Content Setup

• When creating a new project, select the Reference Docs you want the AI to use

• These will be automatically considered in the draft generation

🎯 Tip: Tag documents by client or topic to quickly locate them when creating content.

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4. Know Your Upload Limits

Your plan determines how many Reference Docs you can store:

Plan	Upload Limit
Basic	3 documents
Team	15 documents
Enterprise	Custom limits

You can update, replace, or delete documents anytime to ensure content stays current.

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That’s it! With Reference Docs, you can centralize knowledge, reduce research time, and create more accurate, aligned content—faster.