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A file you bring into a chat belongs to that chat until you save it to a project. Saving adds it to the project’s record. Nothing is duplicated: the saved file is the same file, now stored in the project.

Bring a file in

1

From your computer

Drag the file into the composer, or choose Upload file from the + menu. You can also drop it onto the side pane.
2

From a connected system

Use Sources in the + menu, or type /, and pick a file or folder from SharePoint, OneDrive, Google Drive, Dropbox or Box.
3

From a project

In a chat tagged to a project, open Brain and choose Open in Hebno from a file’s menu.
4

From Hebno

Deliverables from a research run appear in the chat’s files as soon as they exist.
Hebno accepts JPEG, PNG, GIF, WebP, PDF, TXT, CSV, Markdown, DOCX, PPTX and XLSX files up to 25 MB.

See what the chat is working with

Select the folder icon in the chat header to open the side pane on Chat files. Before you add anything it shows Nothing open yet: drop a document, deck or spreadsheet here, or attach one to a message. Files remain in the chat until you save them to a project. Each row has a label showing what you can do with it. Select a row to open it. Word files open as working copies you can edit. Presentations and spreadsheets open for review: you can ask about them, select an area of a slide and keep notes, and download them. Save a change to a deck Hebno made by accepting it in the pane.

Long files

Hebno indexes a long file the first time it uses it, such as a 100-page PDF. It then searches the index by keyword and reads the relevant pages rather than the whole file, and the file remains available for later questions in the same chat. Ask by page number or by topic: “what does the indemnity clause on page 42 say”.

Edit a Word file

Opening a .docx file turns it into an editable document in the side pane. Headings, lists, tables, and bold and italic text are preserved. Edit it like any document Hebno writes, or ask Hebno in chat to change a section.
The conversion preserves structure, not exact page layout. Check a converted document before it goes to a client.

Bring files from connected systems

Connect your own account under Settings → Connections, or select Connect the first time you use a system in chat. Hebno then searches and reads files with your permissions.
  • Pick a file to attach that file to the message.
  • Pick a folder to attach the folder itself, not a copy. For the rest of the conversation Hebno can list, search and read files in it and its subfolders, using the connection of whoever is asking.
  • Use project linked sources. In a chat tagged to a project, Hebno looks at the top two folder levels of the project’s linked sources before it answers, so you can say “the PR folder” or “the crisis playbook” without pasting a link. When you say “SharePoint” or “the existing files”, it starts there. See Project brain.
Every file a reply reads appears in the Sources button under the reply, with the logo of the app it came from. Research runs read these folders too.
Excerpts a reply uses from connected systems become part of the chat. Anyone you share the chat with can read them, including people who cannot open the original file.

Save a file to a project

Select Save to project on a file’s row, or Save in the editor for a document you edited. Both save it to the project the chat is tagged to. If the chat has no project, the Save to a project dialog prompts you to choose one (“Choose a project. This chat will be tagged to it.”), and saving tags the chat. Set the Folder, Filename and Format, then select Save to project name. Saving the same file again replaces the file you saved before (“This will replace the existing file in project name.”), so the project has one current version. The row then shows Saved and the project name. To write a copy to a project’s linked SharePoint, OneDrive, Google Drive, Dropbox or Box folder, choose Save to folder. Hebno shows the folder, filename and format first and never writes to a customer folder on its own. See Save and export.

Next steps