Uploading and Analyzing Files

Uploading and Analyzing Files

Upload documents to ISMS Copilot for analysis, review, and compliance guidance. The AI can analyze policies, risk assessments, audit reports, and other compliance documents.

Supported File Types

Upload these file formats:

Documents

• PDF - PDF documents (.pdf)

• Word - Microsoft Word (.doc, .docx)

Spreadsheets

• Excel - Microsoft Excel (.xls, .xlsx)

Data Files

• CSV - Comma-separated values (.csv)

• JSON - JSON data (.json)

Text

• Plain Text - Text documents (.txt)

File Size Limits

Maximum file size: 10 MB per file

If you have a larger file, consider:

• Splitting the document into smaller parts

• Removing images or large tables to reduce file size

• Converting PDF to text format

Uploading a File

Method 1: Click to Upload

1. Click the paperclip icon (📎) in the chat input area

2. Your computer's file browser opens

3. Select the file you want to upload

4. Click Open

Method 2: Drag and Drop

1. Open your file manager or locate the file on your desktop

2. Drag the file over the ISMS Copilot window

3. A drop zone appears with the message: "Drop your file anywhere"

4. Release the file to upload

You can drag and drop anywhere on the page—you don't need to target a specific area.

Upload Progress

As your file uploads, you'll see:

Uploading State (Blue Box):

• Upload icon (animated)

• Filename

• "Uploading... (512KB)" - showing the file size

• Progress bar showing upload progress

Complete State (Green Box):

• File icon

• Filename

• "Uploaded • 512KB" - showing file size

• X button to remove the file before sending

Sending Your Message with Files

1. Upload your file (it appears in a green box)

2. Type your question about the file in the input field

3. Click Send (arrow button) or press Enter

4. Your file is sent along with your message

Example: Upload your information security policy and ask: "Review this policy for ISO 27001 compliance gaps"

Removing a File

Before sending, you can remove a file:

1. Click the X button on the green file box

2. The file is removed from the upload area

3. Upload a different file if needed

One File at a Time

ISMS Copilot processes one file per message.

• You cannot upload multiple files simultaneously

• Wait for the first file to complete (green box) before uploading another

• If you need to send another file, send your first message and then upload the next file

Error Messages

File Too Large

Message: "File 'filename.pdf' is too large (15MB). Maximum size allowed is 10MB."

Solution: Compress the file or split it into smaller parts.

Unsupported File Type

Message: "Unsupported file type. Please upload TXT, CSV, JSON, PDF, DOC, DOCX, XLS, or XLSX files."

Solution: Convert the file to a supported format or try a different file.

File Already Uploaded

Message: "File 'filename.pdf' is already uploaded for this message"

Solution: Remove the existing file by clicking the X button, or ask a follow-up question in a new message.

Failed to Upload

Message: "Failed to upload file"

Try:

• Check your internet connection

• Verify the file type is supported

• Check the file isn't corrupted

• Try uploading a different file

What Happens After Upload

1. File is stored securely in your account

2. Content is extracted from the file in the background

3. AI analyzes the content to provide insights or recommendations

4. Response includes file-specific guidance based on your question

Common Use Cases

Policy Review

Upload your current security policy and ask:

• "Review this policy for ISO 27001 compliance"

• "Suggest improvements to our access control policy"

• "Is this policy compliant with SOC 2?"

Gap Analysis

Upload your risk assessment or compliance checklist:

• "Perform a gap analysis against ISO 27001 Annex A controls"

• "What GDPR requirements are missing from this assessment?"

Audit Preparation

Upload audit reports or evidence documents:

• "Help me prepare supporting evidence for these audit findings"

• "Review this control evidence for SOC 2 compliance"

Document Improvement

Upload existing procedures or policies:

• "Improve the clarity and completeness of this procedure"

• "Suggest additions to this incident response procedure"

Tips for Best Results

• Use searchable PDFs - Scanned/image PDFs may not be readable

• Clean up formatting - Remove unnecessary headers, footers, and images if file is large

• Provide context - Tell the AI your industry, company size, and compliance needs

• Ask follow-ups - Ask clarifying questions about the analysis

Privacy and Security

• Your files are private - Only you can see files you upload

• Encrypted storage - Files are stored securely

• No data training - Your files are not used to train the AI

• Data control - You control how long files are retained through account settings

Need Help?

If you encounter issues uploading files:

• Check that the file format is supported

• Verify the file size is under 10 MB

• Refresh the page and try again

• Contact support if problems persist