The Advisor integration lets you send documents from Advisor directly into Saga. Instead of exporting files and uploading them manually, Advisor pushes documents to Saga through an API — so they appear in your projects automatically.Documentation Index
Fetch the complete documentation index at: https://docs.sagalegal.io/llms.txt
Use this file to discover all available pages before exploring further.
How it works
Advisor connects to Saga using your platform URL and an API key. When you send a document from Advisor, it uploads the file to Saga’s document API and associates it with a project. If the project doesn’t exist yet, Saga creates it automatically. Documents are sent as a one-way push from Advisor to Saga. Updates in Advisor don’t automatically sync to Saga — each upload creates or replaces the document in the target project.Setup
Setting up the integration requires two values from Saga: your platform URL and an API key. Both are available in Saga under Settings > API.- In Saga, go to Settings > API.
- If you don’t have an API key yet, click Generate to create one.
- Copy the Platform URL and paste it into Advisor’s integration settings.
- Copy the API key and paste it into Advisor’s integration settings.
API keys have an expiration date shown next to the key. When a key expires, you need to generate a new one in Saga and update it in Advisor.
Supported file types
Advisor can send the following file types to Saga:| Category | Formats |
|---|---|
| Documents | PDF, Word (.doc, .docx), Excel (.xls, .xlsx), Text (.txt), CSV, OpenDocument (.odt, .ods) |
| Images | PNG, JPEG, GIF, WebP, TIFF |
| EML, Outlook (.msg) |
Managing your API key
You can manage your API key from Settings > API in Saga:- Recreate — generates a new key and invalidates the old one. Update the key in Advisor after recreating.
- Revoke — deletes the key entirely. The integration stops working until you generate a new key.