Add reference files to your Microsoft 365 Copilot Notebooks

Add references to your notebook

1. On the Notebooks home page, select an existing notebook.

   Note: New to Copilot Notebooks? Learn how to create your first notebook​​​​​​​.

2. Go to the References tab. You can add references in a few different ways.

   Note: While you can add more than 20 references to your notebook, only up to the first 20 will be used for grounding. Supported file types include .docx, .pptx, .xlsx, .pdf, .loop, and OneNote pages.

• Select the Add reference button. Under Add references, select any of the following:

  • OneDrive – Select the OneDrive icon to open your OneDrive folder and navigate to the file you want, and then select Add.

  • Suggested files – Select from the list of files that may be relevant to your notebook.

  • Search – In the search bar, enter the name of a specific reference, and then select Add.

• Upload – Use the dropdown menu next to Add reference and select Upload. This will open File Explorer. Navigate to the file you want, and then select Add.

• Link – Use the dropdown menu next to Add reference and select Link. Enter display text and an address for your link, and then select Add.

  Note: Links to supported file types within your Microsoft 365 account can be added and grounded on, but all other links, including web links, aren't supported.

To add a new page to your notebook, select the New page button that's located right under the chat box. 

Delete references from your notebook

On the Notebooks home page, select More options  next to the reference name, and then choose Delete.

Provide feedback

1. To provide feedback on this experience, select Settings and more   in the lower left corner next to your name.

2. Select Feedback.

More ways to work with ​​​​​​​Copilot Notebooks​​​​​​​

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