Uploads and the inbox
Get files into a deal, let the inbox classify them into the Library, and clear a blocked upload.
Every file enters a deal through the upload area in the Workbench. Drop files onto it, or click it to browse. Whole folders work too: everything inside is included, minus system clutter like .DS_Store and Thumbs.db files, so you can drop a folder of deal documents as-is. Any file type is accepted, up to 500 MB per file, and each upload shows its own progress bar.
Classification
Every upload waits briefly in the inbox ("Uploads waiting for classification") while Cap Orbit reads it and decides where it belongs. After a short "Classifying…" step, one of five things happens:
| Outcome | What you see |
|---|---|
| Auto-filed | A brief confirmation tells you where it went: Filed "x" under <Folder>. Nothing to do. |
| Suggested | A "File in <Folder>" button with a one-line reason. Accept it, or pick a different folder with Change. |
| Needs review | An amber dot and "Pick a folder". The file waits until you choose. |
| Upload failed | The upload didn't complete. Drop the file again to retry. |
| Blocked | The file contains sensitive personal data and can't enter the deal. |
Anything still waiting can be discarded with its X, if you change your mind about a file.
Blocked uploads
Every upload is checked for Social Security and Tax ID numbers and for payment-card numbers. A file that contains them is blocked: Cap Orbit discards the uploaded copy before it enters the deal, and it never reaches the terminal. Your original file on your computer is unchanged; remove the sensitive data from it and upload it again.
The check is for personal data, not deal data: property identifiers such as APNs, parcel numbers, and loan numbers aren't what it looks for.
After filing
Filed documents land in the Library, which the terminal works from without changing. Reference an uploaded file in the composer by typing @, or drag its row from the Workbench onto the terminal.
Next steps
- The Workbench: where filed documents live and how the file tree is organized.
- Previews: check what an upload contains without downloading it.
- Data rooms: work from a folder you keep in SharePoint, Dropbox or Box instead of uploading it.