Check that the file type is supported first. Privata supports PDF, Word, Excel, CSV, PowerPoint, common image formats, TXT, and MD files. If the file is valid and still fails, include the file type, error message, and upload steps in your support request.

Start with one reusable collection such as Company Knowledge Base. The Intake agent labels documents with metadata, and retrieval uses those labels to filter results for products, past performance, pricing, compliance, and other answer contexts. Create separate collections only when access rules or data boundaries require it.

Open Billing & Subscription to review your plan and Billing History. Receipt and invoice links are available there, and the main account choice is Individual for solo work or Corporate for shared team access.

Create a project from New Project, attach your company knowledge base, and upload the solicitation source documents. Processing and Extraction run in the background, then View Project shows status, briefing notes, response blocks, and review actions.

Account access is protected with email verification and SMS verification. For account removal, open your profile page and use Delete My Account in the Danger Zone after reviewing the warning about permanent data removal.