Upload Methods
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.
The + New dropdown menu with all upload options
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.
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 import Review step with AI-suggested folder organization
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.Import from Dropbox
See the dedicated Dropbox Integration page for the full import and sync workflow.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.New Folder
Click + New, then New folder to create a subfolder. Enter a name in the dialog and click Create.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.