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Upload Methods

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Individual File Upload

1

Click + New, then Upload files

Or drag and drop files directly onto the main content area.
2

Select files

Choose one or more files from your computer.
3

Wait for processing

Files are uploaded to Supabase Storage (AES-256 encrypted), then automatically indexed for AI search. A brain icon appears once indexing completes.
New menu

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Bulk ZIP Import

The Bulk ZIP Import is a 6-step AI-powered workflow for importing large document collections:
1

Upload

Drop a ZIP archive (max 500 MB, .zip format only) or click “Browse for ZIP file”. The system automatically skips __MACOSX folders and .DS_Store files.
2

Parse

The ZIP is extracted and all entries are read. You see a progress indicator: “Reading archive…” then “Extracting entries…”
3

Analyze

The Brain AI analyzes the file structure, reading content patterns and generating folder suggestions. Progress shows: “Reading file structure…”, “Analyzing content patterns…”, “Generating folder suggestions…”, “Finalizing…”
4

Review

The AI presents its organization plan with stats (total files, folders to create, files to commit). You can:
  • Review suggested folder assignments
  • Drag files between folders
  • Add context tags to folders
  • Move unassigned files
  • Read the AI’s organization rationale
5

Commit

Click “Commit N files” to upload everything to your staging inbox. A progress bar shows upload status.
6

Done

Summary of created folders. Choose “Import another ZIP” or “Go to Staging Inbox” to review.

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Context Tags (Bulk ZIP)

During the Review step, you can add tags to help organize and classify files: Domain tags: Clinical, Regulatory, Research, Operations, Financial, Marketing, Legal, HR, Technical Team tags: Medical Affairs, Operations, Compliance, Research, Executive Format tags: Reports, Protocols, Data, Correspondence, Presentations, Contracts Sensitivity tags: Restricted, Confidential, Internal, Public Each sensitivity level has a distinct color: Restricted (red), Confidential (amber), Internal (blue), Public (green).
Bulk ZIP review

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Supported File Types in ZIP

PDF, DOCX, DOC, PPTX, PPT, XLSX, XLS, CSV, TXT, MD, JSON, HTML, XML, PY, JS, TS, PNG, JPG, JPEG, GIF, MP4, MP3, and most common file formats.

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Import from Dropbox

See the dedicated Dropbox Integration page for the full import and sync workflow.

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New Document

Click + New, then New document to create a blank rich-text document directly in the Vault. A WYSIWYG editor opens with formatting toolbar (headings, bold, italic, lists, links). Content auto-saves.

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New Folder

Click + New, then New folder to create a subfolder. Enter a name in the dialog and click Create.

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After Upload

Once uploaded, files go through this pipeline:
1

Stored

File is saved in Supabase Storage with AES-256 encryption at rest.
2

Text extracted

OCR for images, text parsing for documents, metadata extraction for all types.
3

AI Summary generated

A brief summary of the file’s content is auto-generated and shown in the detail panel.
4

Vector embeddings created

Content is embedded using OpenAI’s text-embedding-3-large model (1024 dimensions).
5

Indexed in Pinecone

Embeddings are stored in Pinecone under the vault’s namespace, making the file searchable by the Brain AI.
Files in vaults with Brain Access turned OFF skip the embedding and indexing steps. They are stored but not searchable by AI.