# Upload past winning proposals, and bulk import

URL: https://engiprose.com/help/set-up-your-firm/upload-past-proposals
Updated: 2026-08-31
Audience: admin

Teach the AI your firm's voice by uploading past proposals, one at a time or in bulk.

Organization Admin or Admin can upload past proposals to the Content Library.
The AI draws on them when it generates new content, so drafts read more like
your firm's own writing. This article covers uploading one document, and
uploading many at once with bulk import.

:::checklist title="What you'll do"
- Upload a past proposal and watch it get indexed
- Read the processing status on each item
- Bulk import several documents in one pass
:::

## Upload one proposal

::::steps
:::step
Open **Content Library** in the sidebar, then click **Upload Prior
Proposal**.
:::
:::step
Drag a file onto the drop zone, or browse for it. The library accepts PDF or
DOCX, up to 50 MB.
:::
:::step
Give it a **Title**, optional **Project Types** tags, an **Outcome** (Win,
Loss, or Pending), and, if it applies, pick the customer under **Link to
Existing Customer**.
:::
:::step
Click **Upload**. The item appears on the list right away and finishes
indexing within moments.
:::
::::

:::figure src="/help-figures/set-up-your-firm/upload-past-proposals-1.png" alt="The Content Library list showing two uploaded items, one Pending and one Win, both with an Indexed status badge" caption="Two uploaded documents, both indexed" route="/content-library"
:::

## Processing states

Each item shows one of four statuses while it's being prepared:

- **Queued** - waiting to be processed
- **Indexing...** - text is being extracted and embedded
- **Indexed** - ready for the AI to draw on
- **Failed** - text couldn't be extracted; try a different file format

:::note
Uploading a single document indexes it right away. You don't need to wait
for anything else.
:::

## Bulk import

To add several documents at once, click **Bulk Import** instead. Drag
multiple files onto the drop zone, and each one stages as its own row: fill
in its title, project types, outcome, and customer, then save them together.

:::figure src="/help-figures/set-up-your-firm/upload-past-proposals-2.png" alt="The Bulk Import staging table with one row marked Duplicate, already in the library, and one row marked Ready with its title, outcome, and customer fields editable" caption="One duplicate, one ready to save" route="/content-library/bulk-import"
:::

A file whose content already matches something in your library stages as
**Duplicate**, naming the existing item, and isn't saved again. Everything
else stages as **Ready** until you click **Save**.

:::note
Staged rows are saved as you go. If your browser closes before you save,
they are there when you come back. Navigating away inside EngiProse asks
"Discard staged documents?" first, and choosing to discard removes them.
:::

::::faq title="Common questions"
:::q question="How many past proposals should I upload?"
There's no minimum. Even one strong, on-brand proposal gives the AI
something to work from. Upload your best, most representative wins as you
have time; quality matters more than quantity.
:::
:::q question="What if I upload the same document twice?"
The library detects it by content, not just file name, and tells you which
existing item it matches instead of creating a duplicate.
:::
:::q question="Can a Member upload past proposals?"
No. Uploading to the Content Library is an Organization Admin or Admin
action.
:::
::::