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File Management

File Management

Learn how to upload and manage files in Nomenclature Tracker.

File Management

Nomenclature Tracker provides powerful file management capabilities with AI-powered term extraction and intelligent processing.

File Upload Process

Upload Methods

Access Upload

Navigate to Dashboard > Upload

Choose Method

  • Drag and drop
  • File browser
  • Bulk upload

Select Options

  • Department assignment
  • Processing preferences
  • Access controls
File upload interface for document processing

Once your file is uploaded, you'll see a confirmation screen:

File successfully uploaded and processed

Processing Flow

graph TD
    A[Upload File] --> B[Initial Validation]
    B --> C[AI Processing]
    C --> D[Parallel Chunk Processing]
    D --> E[Term Extraction with Context]
    E --> F[Immediate Candidate Saving]
    F --> G[Duplicate Detection]
    G --> H[Similarity Grouping]
    H --> I[Review & Approve]
    style A fill:#d6e5f9
    style B fill:#f9d6d6
    style C fill:#d6f9d6
    style D fill:#f9e6d6
    style E fill:#e6d6f9
    style F fill:#d6f9e6
    style G fill:#f9d6e6
    style H fill:#e6d6f9
    style I fill:#d6e5f9

Management Features

📁 Organization

  • Department folders
  • Custom categories
  • Tags and labels
  • Full-text search
  • Metadata filtering
  • Advanced queries

🔒 Security

  • Access controls
  • Version history
  • Audit logs

Supported File Types

📄 Document Types

TypeExtensionsSize Limit
Documents.pdf, .doc, .docx25MB
Spreadsheets.xls, .xlsx, .csv15MB
Text.txt, .md, .rtf10MB
Presentations.ppt, .pptx20MB

⚠️ Files exceeding size limits must be compressed or split before upload. Contact support for special requirements.


Processing States

📥 Pending

  • File uploaded successfully
  • Awaiting processing
  • Initial validation complete
  • In processing queue

⚙️ Processing

  • AI analysis active
  • Parallel chunk processing for faster extraction
  • Context-aware term extraction using existing glossary
  • Immediate term candidate saving
  • Duplicate detection and prevention
  • Automatic similarity grouping
  • Metadata generation
  • Content indexing

✅ Completed

  • Processing finished
  • Terms extracted
  • Ready for review
  • Searchable content

❌ Error

  • Processing failed
  • Format issues
  • Content problems
  • System errors

Best Practices

File Preparation

📋 Checklist

  • Verify file format
  • Check size limits
  • Clean formatting
  • Remove sensitive data
  • Optimize content

File Organization

🗂️ Structure

  • Consistent naming
  • Clear categories
  • Proper tagging
  • Department alignment
  • Version control

File Maintenance

🔄 Regular Tasks

  • Archive old files
  • Update metadata
  • Review permissions
  • Clean temporary files
  • Verify backups

Troubleshooting

📤 Upload Issues

  • Check file size
  • Verify format
  • Test connection
  • Clear cache

⚙️ Processing Problems

  • Review error logs
  • Check format
  • Verify content
  • Try reprocessing

🔒 Access Issues

  • Verify permissions
  • Check sharing
  • Update access
  • Contact admin

🔍 Search Problems

  • Reindex content
  • Check filters
  • Update metadata
  • Clear cache

💡 Pro Tip: Use the bulk upload feature for multiple files, but ensure they're properly organized and tagged for easier management.

🚀 New: Documents are now processed in parallel chunks for faster extraction. Terms are saved immediately as they're extracted, so you can start reviewing them before the entire document finishes processing. The system also automatically prevents duplicate terms from the same document and groups similar candidates together for easier review.

⚠️ Never upload files containing sensitive personal information or confidential data without proper security clearance.