> ## Documentation Index
> Fetch the complete documentation index at: https://docs.homecarehq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Source documents

> Upload the operating documents AskHQ answers from, and how grounding works.

AskHQ answers from the documents you give it. These are your **source documents** — the
handbooks, policies, SOPs, and procedures that capture how your agency operates.

## Add a document

<Steps>
  <Step title="Open the Documents hub">
    Go to **Admin Settings → Documents**. (Only owners and admins can upload.)
  </Step>

  <Step title="Upload a file">
    Upload a PDF or text document. HomecareHQ stores it securely, then automatically processes
    it so AskHQ can use it.
  </Step>

  <Step title="Wait for processing">
    Processing splits the document into passages and indexes them for search. Larger documents
    take a little longer.
  </Step>

  <Step title="Ask about it">
    Once processed, ask a question the document can answer. The answer's **Sources** strip will
    cite the document by title.
  </Step>
</Steps>

## What makes a good source document

<CardGroup cols={2}>
  <Card title="Authoritative" icon="stamp">
    The current, approved version — not a draft. AskHQ reflects what you upload.
  </Card>

  <Card title="Text-based" icon="file-lines">
    Documents with real text work best. Scanned image-only PDFs have no text to index.
  </Card>

  <Card title="Operational" icon="gear">
    Policies, handbooks, SOPs, onboarding checklists, and procedures.
  </Card>

  <Card title="Comprehensive" icon="layer-group">
    Cover the questions your team actually asks — the more complete, the better the answers.
  </Card>
</CardGroup>

## How grounding works

When you ask a question, AskHQ searches your indexed documents for the most relevant passages
and writes its answer from them — then cites them. This is why answers stay specific to *your*
agency and why you can always trace an answer back to its source.

<Tip>
  Keep your documents current. When a policy changes, upload the new version so AskHQ answers
  from the latest guidance.
</Tip>