Nugget
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Working with Documents

Upload, organize, and have intelligent conversations about your files. Learn how to use Nugget's powerful document features to extract insights and get answers from any document.

Turn Your Documents into Conversations

Imagine having an intelligent assistant that can read, understand, and discuss any document with you. That's exactly what Nugget's document features provide. Whether you're analyzing contracts, researching reports, studying textbooks, or reviewing proposals, you can now have natural conversations about your files.

This guide will show you how to upload documents, organize them effectively, and extract maximum value through AI-powered analysis.

Getting Started with Documents

Click on "Documents" in the sidebar to access your document workspace. Here you'll find everything you need to manage and analyze your files.

Your Document Dashboard

The documents area is organized into several sections:

Upload Area (Top)

  • Drag and drop zone for easy uploads
  • Support for multiple file types
  • Upload progress indicators
  • Quick upload button

Document Library (Center)

  • Grid or list view of your documents
  • Preview thumbnails
  • Search and filter options
  • Sort by date, name, or type

Folders Panel (Left)

  • Organize documents into folders
  • Create nested folder structures
  • Quick access to recent files
  • Smart collections

Document Preview (Right)

  • View documents without downloading
  • See extracted text
  • Access document chat
  • Quick actions menu

Uploading Your First Document

Adding documents to Nugget is incredibly simple:

Drag and Drop Method

  1. Open the Documents section
  2. Drag files from your computer
  3. Drop them in the upload zone
  4. Watch the upload progress
  5. Documents are ready when processing completes

Click to Upload

  1. Click the "Upload" button
  2. Select files from your computer
  3. Choose multiple files if needed
  4. Click "Open" to start uploading

Supported File Types

Nugget currently supports:

  • PDFs - Reports, ebooks, contracts, forms
  • Word Documents - .docx, .doc files
  • Text Files - .txt, .md, .rtf
  • Images - .jpg, .png with text (OCR supported)
  • Presentations - .pptx files
  • Spreadsheets - .xlsx files (coming soon)

File Size Limits:

  • Free plan: Up to 10 MB per file
  • Pro plan: Up to 50 MB per file
  • Enterprise: Up to 200 MB per file

Understanding Document Processing

When you upload a document, Nugget does several things automatically:

Text Extraction

Nugget extracts all readable text from your documents:

  • Preserves formatting and structure
  • Identifies headings and sections
  • Recognizes tables and lists
  • Extracts image captions

Intelligent Analysis

The AI analyzes your document to understand:

  • Main topics and themes
  • Key points and summaries
  • Important entities (people, places, dates)
  • Document structure and organization

Preparation for Chat

Your document is prepared for conversation:

  • Content is indexed for quick retrieval
  • Context is mapped for accurate answers
  • Related sections are linked
  • Key information is highlighted

Chatting with Your Documents

This is where the magic happens. Once your document is processed, you can have natural conversations about its content.

Starting a Document Chat

  1. Click on any document in your library
  2. Select "Chat with Document" button
  3. A new chat thread opens specifically for this document
  4. Start asking questions!

Types of Questions You Can Ask

Summarization:

  • "What are the main points of this document?"
  • "Give me a brief summary of chapter 3"
  • "What are the key takeaways?"

Information Extraction:

  • "What are all the dates mentioned?"
  • "List all the people discussed"
  • "What are the financial figures?"

Analysis and Explanation:

  • "Explain the methodology section"
  • "What does the author mean by [specific term]?"
  • "Compare the conclusions with the introduction"

Specific Queries:

  • "What does it say about climate change?"
  • "Find all mentions of the marketing budget"
  • "What are the recommended next steps?"

Critical Thinking:

  • "What are the strengths and weaknesses of this proposal?"
  • "Are there any contradictions in the document?"
  • "What questions does this raise?"

Document Chat Best Practices

Be Specific: Instead of: "What's this about?" Try: "What are the three main arguments presented in this research paper?"

Reference Sections:

  • "In the executive summary, what risks are mentioned?"
  • "According to section 4.2, what are the requirements?"
  • "What does the conclusion say about future research?"

Ask Follow-ups:

  • "Can you elaborate on that second point?"
  • "Where exactly is that mentioned in the document?"
  • "What evidence supports that claim?"

Organizing Your Documents

As your document library grows, organization becomes essential. Nugget provides several ways to keep everything tidy.

Creating Folders

  1. Click "New Folder" in the folders panel
  2. Name your folder descriptively
  3. Optionally choose a color or icon
  4. Drag documents into folders
  5. Create subfolders for deeper organization

Folder Ideas:

  • By project: "Q4 Marketing Campaign"
  • By type: "Contracts", "Research Papers"
  • By date: "2024 Documents"
  • By status: "To Review", "Completed"

Using Tags

Tags help you categorize documents across folders:

  1. Select a document
  2. Click "Add Tags"
  3. Type tag names (e.g., "urgent", "financial", "legal")
  4. Apply multiple tags to one document
  5. Filter by tags to find documents quickly

Smart Collections

Nugget automatically creates smart collections:

  • Recent - Documents accessed in the last 7 days
  • Shared - Documents shared with others
  • Favorites - Documents you've starred
  • Processing - Documents being analyzed

Advanced Document Features

Take your document management to the next level with these powerful features:

Multi-Document Chat

Compare and analyze multiple documents:

  1. Select multiple documents (Ctrl/Cmd + Click)
  2. Click "Chat with Selected"
  3. Ask questions that span documents
  4. Compare and contrast information

Example Questions:

  • "Compare the budgets in these three proposals"
  • "What themes appear in all these research papers?"
  • "Find contradictions between these contracts"

Document Search

Find information across all your documents:

Quick Search:

  • Use the search bar at the top
  • Type keywords or phrases
  • See instant results with context

Advanced Search:

  • Use filters for date, type, or tags
  • Search within specific folders
  • Use quotation marks for exact phrases
  • Combine multiple search terms

Sharing Documents

Share documents with others (Pro feature):

  1. Click the share icon on any document
  2. Choose sharing options:
    • View only
    • View and comment
    • Full access
  3. Generate a secure link
  4. Set expiration date (optional)
  5. Track who has accessed the document

Version Control

Keep track of document updates:

  • Upload new versions of existing documents
  • Compare versions side by side
  • See what changed between versions
  • Maintain version history
  • Restore previous versions if needed

Document Analytics

Understand how you use documents:

Usage Insights

See in your analytics dashboard:

  • Total documents uploaded
  • Most accessed documents
  • Average chat conversations per document
  • Time saved through document chat
  • Popular document topics

Document Performance

Track document effectiveness:

  • Which documents generate most questions
  • Average time spent per document
  • Most helpful document types
  • Sharing and collaboration stats

Real-World Use Cases

See how others use Nugget's document features:

Legal Professional

"I upload contracts and legal documents to Nugget. I can quickly find specific clauses, compare terms across multiple contracts, and get plain English explanations of complex legal language. It's saved me hours of manual review time."

Common queries:

  • "Find all termination clauses"
  • "What are the payment terms?"
  • "Identify any unusual provisions"

Research Student

"I upload research papers and textbooks. Nugget helps me understand complex concepts, find connections between papers, and quickly locate specific information for my thesis. The ability to chat with multiple papers simultaneously is game-changing."

Typical uses:

  • Literature reviews
  • Understanding methodologies
  • Finding supporting evidence
  • Identifying research gaps

Business Analyst

"I analyze financial reports and business proposals. Nugget extracts key metrics, helps me spot trends, and creates summaries for executives. The comparison feature is perfect for evaluating multiple proposals."

Regular tasks:

  • Extracting financial data
  • Comparing proposals
  • Identifying risks
  • Creating executive summaries

HR Manager

"I use Nugget for resume screening and policy documents. It helps me quickly find qualified candidates, ensure policy compliance, and answer employee questions about our handbook."

Daily applications:

  • Resume analysis
  • Policy clarification
  • Compliance checking
  • Employee handbook queries

Tips for Document Success

Maximize the value of document features:

Upload Quality

  • Use high-quality scans for images
  • Ensure PDFs have selectable text
  • Check files aren't password protected
  • Upload complete documents

Organization Habits

  • Create a folder structure early
  • Use consistent naming conventions
  • Tag documents immediately
  • Review and clean up regularly

Effective Questioning

  • Start with broad questions, then narrow down
  • Reference specific sections when known
  • Ask for comparisons and analysis
  • Request different perspectives

Privacy and Security

  • Review sharing settings carefully
  • Use folders to separate sensitive documents
  • Set appropriate expiration dates for shares
  • Regularly audit document access

Troubleshooting Common Issues

Upload Problems

Document won't upload:

  • Check file size limits
  • Ensure file type is supported
  • Try a different browser
  • Check internet connection

Processing stuck:

  • Large documents take longer
  • Refresh the page after 5 minutes
  • Re-upload if still stuck
  • Contact support if persistent

Chat Issues

AI can't find information:

  • Ensure document finished processing
  • Try rephrasing your question
  • Check if information exists in document
  • Be more specific about location

Incorrect answers:

  • Verify the source in the document
  • Ask for specific page/section references
  • Report persistent issues

Organization Challenges

Can't find documents:

  • Use search with multiple keywords
  • Check all folders
  • Try different filters
  • Look in smart collections

Future Features

Exciting document features coming soon:

  • Handwriting recognition - Upload handwritten notes
  • Audio transcription - Convert recordings to searchable text
  • Real-time collaboration - Edit documents together
  • Advanced formatting - Better table and chart extraction
  • Integration with cloud storage - Direct import from Google Drive, Dropbox

Best Practices Summary

Remember these key points:

  1. Upload regularly - Make Nugget your document hub
  2. Organize immediately - Don't let documents pile up
  3. Use descriptive names - Make documents easy to find
  4. Leverage chat - Don't just store, actively engage
  5. Share wisely - Use security features appropriately
  6. Review analytics - Understand your usage patterns

Next Steps

Now that you understand documents:

  1. Upload a document - Try it with something you're currently working on
  2. Have a conversation - Ask questions about your document
  3. Create folders - Start organizing your library
  4. Explore advanced features - Try multi-document chat

The more documents you add to Nugget, the more valuable it becomes as your intelligent document assistant. Start building your knowledge library today!