> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kb2b.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Author notes

> Text you attach to a document so kb2b reads it better — without turning into a fact. Useful to mark scope, framing, or special rules before extracting.

An **author note** is a short text you attach to a document to guide how kb2b reads its content when extracting facts. The note **doesn't become a fact** and doesn't appear in the POT's graph — it lives pinned to the document and only influences the next extraction.

It's the tool for things the LLM can't infer on its own: that the document is internal, that it's third-party marketing, that a section is a legal annex and not a team statement. Before, this was a compromise — you hid the context inside the document and polluted the facts. Now it lives separately.

## When to add a note

Notes help when the document, on its own, is ambiguous or misleading for a literal extraction:

| Document type                  | Typical note                                                                                                 |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------ |
| Vendor whitepaper              | *"This is vendor marketing material. Treat claims as assertions, not verified facts."*                       |
| Customer case study            | *"Success story written by our marketing team. Numbers are real, opinions are curated."*                     |
| Internal policy draft          | *"Document still in draft, not approved. Mark facts as pending until sign-off."*                             |
| Export from an external system | *"Tenant export from Eightfold. Anything that sounds like a brand or product is from the schema, not ours."* |
| External meeting minutes       | *"Meeting with a partner. The partner's statements are their opinions, not our positions."*                  |

If the document is clear and needs no framing, don't add a note — the LLM extracts well without help.

## How to add a note when uploading

1. Navigate to **Documents** and drag the file (`/dashboard/documents`).
2. Before pressing **Extract**, expand **Attach context** under the document in the staging area.
3. Type a short **Name** (e.g. *"Scope: internal document"*) and pick a mode:
   * **Paste text** — type the note directly (up to 16 KB).
   * **Upload file** — attach a `.txt` or `.md` with the note (up to 80 KB).
4. Press **Create attachment**. An amber chip appears under the document.
5. Repeat for more notes (up to 5 per document), or press **Extract** to start extraction.

Every note is optional. A document with no notes extracts normally, the same as before.

## Automatic suggestions

When you upload a document, kb2b reads it with a fast model (Claude Haiku) and proposes draft notes if it detects useful signals — for example, that the file is JSON with an external `$schema`, or that the text has a clearly promotional tone.

Suggestions appear as cards in an amber panel headed **Suggestions for extraction**:

* Each card has a short **title** (the angle the model detected) and a **draft text** for the note.
* Press **Use this note** and the editor opens pre-filled. You can edit the text before pressing **Create attachment**.
* If none of the suggestions fits, ignore them and write your own — the manual flow stays right below.
* Close the panel with the X if you'd rather not use them.

Suggestions are advisory. The model never invents content from the document — it only proposes framings. You decide what to attach.

## Edit or delete a note

Before extracting, each amber chip has a trash icon to delete. Deleting a chip removes the note immediately.

To change a note, delete it and create another — there's no in-place edit. That's deliberate: a note is a curatorial decision, not a draft.

**After extraction**, the notes that were in scope stay recorded on each fact (see [Fact context](/en/user/fact-context)). If you delete the note later, the facts already extracted keep a visual trace ("Attachment deleted") so the team sees the historical record.

## Limits

| Limit                     | Value |
| ------------------------- | ----- |
| Notes per document        | 5     |
| Pasted note (inline text) | 16 KB |
| Note uploaded as a file   | 80 KB |

If you need to pass much more context, the right material is probably to **upload it as a separate document**, not as a note. Notes are short by design — they're interpretation anchors, not a source of information.

## What notes do NOT do

* **They aren't extracted as facts.** Extraction rejects, by design, any fact whose evidence is only the note. The note guides how the main document is read; facts come from the document.
* **They don't appear in chat.** When the team talks with the POT, notes aren't cited or mentioned — they're extraction metadata.
* **They have no POT Score.** A note isn't domain knowledge; it's an instruction to the pipeline.
* **They don't carry across documents.** Every note lives pinned to one specific document. If the same directive applies to 20 documents, write it 20 times (or use the [POT Constitution](/en/admin/pot-constitution) for something that applies POT-wide).

## Best practices

* **One note = one reason.** If you need to say three things, write three short notes. The LLM reads them better than one long note with three ideas mixed in.
* **Name the note like a headline**, not like a long sentence. *"Scope: external"* works better than *"This note explains that the document is from an external source and therefore…"*
* **Look at suggestions before writing.** The model catches things you might miss (a `$schema` on line 12 of the JSON, a disclaimer at the end of the PDF).
* **If a note changes, start it over.** Delete the old chip, create a new one, re-extract. Cleaner than mutating.

<Note>
  Author notes are a feature of [SciPot](https://docs.scipot.ai/trust-mechanics/context-attachments), the extraction engine behind kb2b. If you're curious about the internal mechanics — how they're injected into the prompt, what guarantees the LLM doesn't treat them as facts — the technical detail lives there.
</Note>
