How do I upload and organise my Files?

Quick Answer

To upload files in Jylo, navigate to your Project, select "Files" from the sidebar, browse to your desired folder location, click the blue Plus button, choose "Upload files", then either drag and drop files or use the browse option. You can organise files using folders and subfolders for better structure.

Detailed Steps

Here's how to upload and manage your files in Jylo:

1. First, navigate to your Project from the sidebar
2. Select "Files" from the Project navigation menu
3. Browse to the folder where you want to upload (or stay in "Home" for the root directory)
4. Click the blue Plus button in the top-right corner
5. Select "Upload files" from the dropdown menu
6. In the upload dialog, either:
   • Drag and drop files directly from your computer into the dotted upload area
   • Click "browse" to select files from your system
7. Review your selected files in the queue
8. Click "Upload Files" to complete the process

Creating and Using Folders

Jylo introduces a hierarchical folder system to help you organise your documents more effectively:

1. Navigate to where you want to create a folder
2. Click the blue Plus button
3. Select "Create folder" from the dropdown
4. Enter a name for your folder
5. Click "Create"

You can create subfolders within folders to build a structure that suits your needs.

Navigating Your File Structure

The Files section offers several ways to navigate:

• Use the folder navigation panel on the left
• Click on folders in the main content area
• Use the breadcrumb trail at the top to move up the folder hierarchy

Tip: Use a consistent folder naming convention across your Projects to make it easier for team members to find documents. For example, "Client Name - Document Type" or "YYYY-MM - Project Phase".

Common Questions

What file types can I upload to Jylo?

Jylo supports various file formats including:

• Word documents (.docx)
• Presentations (.pptx)
• Excel spreadsheets (.xlsx)
• Outlook emails (.msg, .eml)
• Images (.jpg, .jpeg, .png, .tiff, .tif)
• PDFs (.pdf)
• Plain text (.txt)
• PST table (.pst)

Is there a file size limit?

While Jylo can handle large documents, extremely large files may take longer to process. For best performance, consider splitting very large documents into smaller sections. Remember, when analysing documents with AI they must be within the models context window.

If You're Stuck...

Contact us via Zendesk.

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