Repository

WORKSPACE → Repository lists the files the signed-in user owns and the files shared with the groups that user belongs to. The page is available when Repository is enabled for the organization; otherwise it shows This feature is not included in your plan.

What Repository is for

• Keeping working documents — PDF, DOCX, XLSX and CSV files — in one place.
• Deciding, file by file, who can open a document: only its owner, or members of selected groups.
• Finding files by name or content, previewing them, and downloading one file or a ZIP archive of several.
• Analyzing documents: processed files are summarized, indexed for search and used by Advisor, Tracker and Smart Folders.

Repository is not a folder tree. All files sit in one list, and access is set on each file. Smart Folders are saved collections that point to Repository files without moving or copying them.

Access to files

Every file has an owner and one audience:

• Only me — only the owner sees the file;
• Selected groups — members of the chosen groups see it as well. When the organization has an organization-wide group, it appears in the list as Everyone at followed by the organization name.

The owner changes a file's audience in the file panel. Organization administrators share files with groups from Settings → Groups & permissions, as described in Users and groups. Removing a group from a file ends access through that group; the file itself stays in Repository.

Analysis after upload

A file appears in the list as soon as its upload succeeds. Persate then analyzes it in the background: it extracts the text, writes a summary, detects the language, prepares a preview and indexes the content for search.

The Analysis column shows a spinning icon while this runs, a tick when the file is ready and an error icon when analysis failed. While any file is being processed, the list refreshes on its own. Content search, the summary in Description, previews of non-PDF files and Advisor answers based on the file all depend on completed analysis.

Repository in other modules

• Advisor — searches processed files and accepts them as attachments. Typing @ in the question field opens a search across Repository and the public corpus; see the Advisor interface guide. When an answer cites a Repository file, the citation opens the file here with the Cited passage.
• Tracker — alerts can include company files among their sources. A match found in a file opens that file in Repository.
• Smart Folders — saved collections of Repository files, also listed in the Repository sidebar; see Smart Folders.
• Editor — an imported document can be saved to Repository as a normal file; see Import and draft.

Common states

• No files found — Repository is empty, or the current search, filters or smart folder exclude every file.
• Company files need two-factor authentication — the account has not set up two-step verification; Set up 2FA opens the setup and returns to Repository.
• Error loading files — the list could not be loaded; refresh the page.
• This feature is not included in your plan — Repository is not enabled for the organization, and the Upload button is hidden as well.

Pages in this section

• Uploading files — the upload panel, supported formats, batch access and retries.
• Browse and manage files — search, filters, the file panel, access changes, downloads, selection and deletion.
• Smart Folders — saved collections of files that update themselves.