In short: In the AI agent chat you can upload PDF, Word, Excel, CSV or text files up to 50 MB. The agent reads each document once, collects findings per ESRS topic (with page numbers for PDFs), stakeholder groups and company facts, and uses them for its proposals. This way your existing reports and policies flow directly into your double materiality assessment.
1. Which documents help
- Your last sustainability report, non-financial statement or CSRD report
- Annual report or company presentation
- Risk register or enterprise risk management results
- Policies and codes (environmental policy, supplier code of conduct, human rights policy)
- Results of earlier stakeholder surveys or materiality assessments
Our DMA document checklist lists more internal and external sources worth collecting.
2. Supported files
| File types | PDF (.pdf), Word (.docx), Excel (.xlsx), CSV (.csv), text (.txt, .md) |
| Maximum size | 50 MB per file |
| Scanned PDFs | Only with text recognition (OCR). Scans without a text layer cannot be read. |
| Very long documents | The agent reads roughly the first 400 pages. The status then shows "Read (very long, only the first part)". |
Older formats (.doc, .xls) are not supported. Save them as .docx or .xlsx first.
3. Upload a document
- Open your assessment and select AI Agent.
- Click the paperclip icon next to the message field.
- Select the file.
- The file appears above the message field with its status: Uploading…, then Reading…, then Read.
- When it is done, the agent posts a short note in the chat about what it found.
You can upload several documents, one after the other.
4. What the agent extracts
For each document the agent collects:
- Findings per ESRS topic: impacts, risks, opportunities, policies, targets and metrics, with page numbers for PDFs
- Stakeholder groups mentioned in the document
- Company facts, such as locations, products, number of employees or value chain information
The agent uses these findings automatically when it proposes your company profile, stakeholders and IROs.
5. Ask the agent about your documents
You can also ask directly, for example:
- "Derive IROs for climate change (E1) from the sustainability report."
- "Which stakeholder groups are mentioned in our annual report?"
- "Which targets from our environmental policy are relevant for E2?"
6. Where documents are stored and how to remove them
- Uploaded documents also appear under Settings > Documents of your assessment, next to your linked documents.
- To remove a document, click the remove icon on the document in the chat, or delete it under Settings > Documents.
- Deleting removes the file and everything the agent extracted from it. Proposals the agent already made stay as they are.
FAQ
What is the difference between uploading and linking a document?
A linked document stays in your own system (for example SharePoint); Materiality Master only stores the link as evidence for IROs. An uploaded document is read by the AI agent and used as input. See How to add documents.
Why does it say "No text found"?
The file is probably a scanned PDF without text recognition. Run OCR (for example in Adobe Acrobat) and upload it again.
Who can see uploaded documents?
Everyone with access to the assessment. Use user access management to control who has access.
Can I upload documents to a locked assessment?
No. A locked assessment is read-only. Unlock it first. See Lock a materiality assessment.
Is my document used to train AI models?
No.