Connect a folder and receive file updates
Upload a folder for a one-time batch, or connect a folder for recurring access.
Choose between uploading and connecting
＋ → 上传文件夹 (Upload folder) adds the selected batch to your draft for review and sending. ＋ → Connect computer → Add connection → Folder saves access to that directory for later tasks and optionally automatic update reception.
Select the business folder needed for the task, such as monthly statements or store exports. There is no need to select the entire disk or all personal documents.
Select the folder and reception mode
Select the folder in the desktop app and check its name and location. Reading is on demand by default. Enable 自动接收文件更新 (Automatically receive file updates) if you want later files to enter CaiGeek automatically, then complete the connection.
Automatic reception includes new and changed files after activation, including subfolders. It does not upload all historical files merely because you enabled it. Request the required periods in the conversation.
Originals, versions and received files
Local originals stay in place. Received files appear in saved materials and Data management with their source permissions. Updates retain earlier versions; you do not need to delete originals to update them.
Files still downloading or being written wait until stable. Large directories are checked in batches, so reception may lag behind adding a file. Check the actual reception status.
Keep the computer online and pause as needed
Automatic reception checks every five minutes by default and requires an online computer with the desktop app running. New local files cannot be read while it is offline; checks continue after reconnection. Use the details panel to recheck or turn automatic reception off.
Pausing or disconnecting does not delete received files or pause a related scheduled analysis. Pause that arrangement separately in the conversation. Receiving files alone does not start accounting work.