Import rules from a document

If your rules already exist as a document — a regulator's list of permitted claims, an internal wording guide — you do not have to retype them. On Brand → Products → Rules, press Import from document and the AI reads the whole file and turns it into draft rules.

1. Tell it what kind of document this is

The first choice in the window is What is this document?:

• Let the AI decide — the default, and usually the right answer.
• A list of permitted claims — nothing outside it may be said
• Restrictions, conditions and warnings
• Something else

It is a hint, not a switch — it does not change how the file is read. Left on the default, the AI works it out from the text itself, and tells you afterwards what it decided.

2. Pick the model

The AI model dropdown starts on your organisation's everyday model. The longer or more intricate the document, the more it is worth choosing a stronger one: a dense claims table full of footnotes and conditions deserves a top model, while a short plain list is fine on a cheaper one.

The size limit follows your choice and is shown right underneath it — something like "Gemini 3.1 Flash Lite: up to about 957 pages (670,574 tokens) in one import". If your document is longer than that, split it yourself and import each piece.

3. Upload the file

PDF, Word or plain text, up to 30 MB.

A scanned PDF holds pictures of text rather than text, so it cannot be read. You will be told before anything is charged.

4. Add instructions (optional)

The instructions box is optional but worth using. Anything the AI should know about this particular file — how its table is laid out, which parts to ignore, what the keys should be. For example:

One rule per permitted claim; the key is the substance name.
Ignore the preamble and the footnotes about company-specific licences.

5. Let it run

The window tells you where it has got to: Mapping the document, then Reading 12 sections — 7 done, then Merging and writing drafts, with a running count of the statements it has found and how many of those the check added.

You can close the window — the import keeps running in the background, and when you come back to the Rules tab it reopens on the run in progress.

6. Review before anything goes live

When it finishes, the window says what it covered: how many draft rules it created, how many statements it found in the document and how many of those the check added, and how it read the file — "Read as a list of permitted claims · language HU".

Every rule an import writes arrives as a draft, and drafts are never sent to your AI. An amber banner on the Rules tab tells you how many are waiting; press Review drafts.

On the review screen you can:

• read each draft with its keys and its note;
• change whether it applies always or when relevant, right there in the row;
• Edit, Approve or Discard one at a time;
• select several and approve or discard them together.

Discarding shows an Undo for a moment, so a mis-click is recoverable.

How your document is read

The AI does not chop your file into blind chunks. It first reads the whole document to see how it is built and divides it into sections along its own content, then reads each section separately, and then goes back over every section to check whether anything was missed, squashed into one sentence or worded wrongly. That second pass is where the "added by the check" number comes from.

The whole file still has to fit your model once, for that first read — which is what the size limit measures.

What an import creates

Everything an import writes is an Always rule. Imports no longer create "when relevant" rules: a list of permitted wording has to be in front of your AI every time it talks about the product, not only when the visitor's question happens to match it. You can still choose the mode on rules you write yourself or with Copilot, and you can change it on any row in the review screen.

• One rule per thing, not one per claim. Every permitted statement about a substance, product or topic ends up in a single rule. It opens with "only the following statements may be made about X, and nothing beyond them", lists each statement word for word and numbered, and states any condition they all share once at the end. Eighteen authorised claims about one substance become one rule, not eighteen.
• Conditions stay with their claims. Restrictions and conditions about the same thing are folded into its rule; the ones that stand on their own become Always rules of their own.
• Keys get their synonyms automatically. The import adds the other names for the same thing — common names, abbreviations, chemical forms and salts, different spellings, and the English name when your document is not in English. A Hungarian rule keyed on Folát also carries Folsav, B9-vitamin and Metilfolát. Rules you type yourself still need every spelling listed by you.
• Footnotes that limit a claim — licensed to one company, valid only until a date — go into the note for your team, never into the wording your AI reads.

Importing the same document again

When a regulation is updated, import the new version of the same file and the review screen compares it against last time:

• New — a rule whose keys had nothing before.
• Changed — same keys, different wording, shown with the old text struck through. Approving it deletes the wording it replaces, so you can never end up with both live.
• Rules that are identical are dropped quietly — there is nothing to look at.
• Rules the old document had and the new one does not appear in a panel at the bottom, with a button to delete them. This includes rules you already approved — that is exactly the point of it.

If the import does not finish cleanly

Two things can happen, and neither loses what was already written:

• Some sections could not be read. The import still finishes, and a warning names the parts that were missed. Everything else is kept — import the file again to pick up the rest.
• The run was interrupted, because an update or a crash stopped it halfway. The window reads "The import did not finish" and offers a Resume button, which carries on from the sections that never finished and never redoes what was already written. The Rules tab reopens that window by itself when you come back.

Copilot can draft rules too

You can also ask Copilot to write rules. It asks for confirmation before it writes anything, and everything it creates is a draft — the same approval gate applies.

For the underlying ideas, see what product rules are.