What an item goes through
An inbox item is always in one of four states:
In a partitioned brain an item also carries which client (or site, or matter) it belongs to, decided when it arrives. One that could not be decided shows as needs a client alongside its state, and nothing files from it until someone says which.
Who does the filing
Three hands can file an item, and they all follow the same skills:- Cortex itself files straightforward items automatically and parks anything it is not confident about in the review queue. Automatic filing has a daily allowance, so it works steadily rather than running away.
- Your connected agent files items when you ask it to, following the same skills, which keeps its filing consistent with everything else.
- You can file, adjust or reject anything by hand from the inbox.
Duplicates take care of themselves
Sending the same thing twice does not create two copies. Cortex recognises repeats, both by content and by the sending tool’s own reference, and points you back to the existing item instead. Connected tools can safely resend without cluttering your brain.A newer version of a document
Documents get edited. When an item arrives that Cortex can tell is the same document as one it already holds, because it came with the same link or the same provider id, it is kept as a revision: a new item, linked to the earlier one, with the earlier one marked as superseded. Both stay in Sources, so a citation made from the earlier version still points at exactly what was read. Whoever files the new version is told which pages the earlier one fed and shown what changed between the two, so an update rewrites those pages rather than starting again. Nothing is filed automatically just because a document changed: the brain’s filing mode applies as for any new item, so in a shared brain on Suggest the update waits in the review queue for a person. Sending the same version twice is still a duplicate, and points you back to the item you already have.Practical limits
Uploads can be Markdown, plain text, PDF, Word or PowerPoint files, up to 50 MB each. Text is extracted on arrival, so even a slide deck becomes searchable words.Try it
- Drag the same file into an inbox twice and watch the second upload point back to the first.
- Open an item in the review queue and read the suggested filing and its reasoning before approving it.
- After approving, open the created page and follow its source citation back.