LoreGraph product docs
Source Documents
Summary
Source documents are the original files uploaded to LoreGraph to create draft training content.
Who this is for
- Workspace admins
- Course creators
- Security reviewers
Before you start
- You need a source file that your organization is allowed to upload.
- Use supported formats only: PDF, Word .doc or .docx, and PowerPoint .pptx.
- Know the difference between the file name and the learner-facing course title.
Concepts
Source documents can be SOPs, policies, manuals, PowerPoint decks, Word documents, PDFs, checklists, or onboarding guides.
A source document is not the same thing as a generated course.
A generated quiz is derived from course or source content and should be reviewed before publishing.
Uploading a document does not automatically publish it to learners. LoreGraph creates a draft that admins can review first.
Steps
- Choose a document with one clear training purpose.
- Confirm the file type is PDF, .docx, or .pptx.
- Upload the document from the course creation flow.
- Enter a better learner-facing course title if the file name is messy.
- Wait for processing to create the draft outline.
- Review the outline before generating lessons.
Settings reference
| Setting | What it does | Recommended default |
|---|---|---|
| Document name | Internal/source file name shown for traceability. | Keep descriptive but do not rely on it as the course title. |
| Course title | Name learners see. | Write a clear training title. |
| Document type | Controls how extraction is processed. | Use PDF, .docx, or .pptx only. |
Example
The uploaded file hr-onboarding-v3-final.pdf should become the course New Employee Onboarding, not a course named after the internal file version.
Common mistakes
- Uploading scanned or image-only PDFs without reviewing extraction quality.
- Using final-final file names as course titles.
- Assuming learners can see the source file immediately after upload.
- Uploading unrelated policies into one course draft.
Document name vs course title
| Uploaded file | Better course title |
|---|---|
| hr-onboarding-v3-final.pdf | New Employee Onboarding |
| safety_policy_2025.docx | Workplace Safety Policy Training |
| sop_customer_refunds.pdf | Customer Refund SOP Training |
Deleting documents
- Delete source documents only when the workspace no longer needs the original upload for traceability or regeneration.
- Deleting a source document may not automatically delete courses that were already generated from it.
- Learner access is controlled by the generated course and assignment settings, not only by the source document record.
- Deletion can take time when storage, generated artifacts, or downstream records need cleanup.
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Last updated: May 30, 2026