Uploading files

Files reach Repository through the Upload files panel. Each batch gets one access setting, and the panel reports the result for every file.

Open the upload panel

• On a computer, select Upload at the top of the main sidebar, next to Search.
• On a phone, select the upload icon in the dock at the bottom of the screen.

The button appears only when Repository is enabled for the organization. The panel opens on the right, over the current page; Cancel closes it.

Supported files and limits

The drop zone states the rules: Supported formats: PDF, DOCX, XLSX, CSV. Max: 50 MB. Files of other types are not added to the list. One upload can contain at most five files.

Upload a batch

1. Drag files onto the drop zone, or select choose file and pick them.
2. Check the list below the drop zone. It shows each file's type, name and status. To leave a file out, select the bin icon (Remove file) in its row.
3. Check the Access for … field above the list. A new batch starts as Only me. To share the files, select Change, choose Selected groups, pick one or more groups and select Update.
4. Select Add files.

Persate sends the files one after another. While it works, the button reads Uploading... and Cancel is unavailable. The Status of each row changes from Pending to Uploading, then to Success or Error, and a notification confirms every uploaded file. When all files succeed, the panel closes and the Repository list refreshes.

Access for the batch

The access setting applies to every file in the batch.

• Only me keeps the files private to the person uploading them.
• Selected groups shares them with members of the chosen groups. At least one group is required; without one, the change cannot be saved and the panel shows Choose at least one group, or select Only me. Groups marked Read only cannot be chosen.

Access is locked as soon as the upload starts, and the field shows Access is locked for this upload batch and its retries. Retried files therefore get the same audience as the files already uploaded. To upload files with a different audience, close the panel, open it again and start a new batch. Once a file has been processed, its owner can change its access in the file panel; see Browse and manage files.

Retry failed files

Rows marked Error stay in the list after a partial failure. Remove the cause — for example an extra file beyond the fifth, or a file over the size limit — and select Add files again. Persate sends only the rows marked Pending or Error; rows marked Success are not uploaded twice.

After the upload

Success means Persate has accepted and stored the original file. Analysis continues in the background: the Analysis column in Repository shows its progress, and the summary appears under Description when it is ready. A missing summary is not a reason to upload the same file again.

Troubleshooting

• You can upload a maximum of 5 files at a time. — remove rows until five or fewer remain, then select Add files.
• Choose at least one group, or select Only me. — pick at least one group, or switch the access to Only me.
• A file does not appear in the list — it is not a PDF, DOCX, XLSX or CSV file.
• A row shows Error — the notification gives the reason reported for that file. Check that the file is smaller than 50 MB and that its content really is in the format its extension indicates, then retry.
• There is no Upload button — Repository is not enabled for the organization.