# US 12,117,964 B2 · File management systems and methods > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,117,964 B2 - Document ID: US12117964B2 - Status: Granted - Kind: B2 - Application number: 18/076,820 - Filed: 2022-12-07 - Published: 2023-04-06 - Granted: 2024-10-15 - Earliest claimed: 2018-11-13 - Assignees: Dokkio, Inc. - Applicants: Dokkio, Inc. - Inventors: James R. Groff; Allen S. L. Chen; Brian Kirchoff - Web page: https://patentgrep.com/patent/US12117964B2 ## CPC - G06F 16/13: File access structures, e.g. distributed indices (arrangements of input from, or output to, record carriers G06F3/06) - G06F 16/248: Presentation of query results - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract Example file management systems and methods are described. In one implementation, a system detects a user entry in a document. The system then retrieves knowledge relevant to the user entry. The system also presents the knowledge to a user. ## Claims ### Claim 1 A method, comprising: analyzing file categorization data associated with a plurality of documents spanning a file storage system and another file storage system, including detecting both a user document entry changing a document in the file storage system and knowledge relevant to the user document entry in the other file storage system are categorized into a category; determining that the knowledge is relevant to the user document entry based on the analysis; searching one or more file storage systems extracting knowledge related to the document change with respect to one or more file categories, one or more attributes, one or more business contexts, or a combination thereof wherein the searching includes: identifying clusters of similar files; defining one or more recognition samples that include one or more key characteristics for a specific portion or aspect of one or more corresponding files in the clusters, wherein the recognition samples contain instructions on how to extract the characteristics, and wherein the recognition samples are informationally smaller than, and less variable than the corresponding files; comparing a set of characteristics from the characteristics for each file to one or more sets of characteristics of one or more other files; and forming one or more category clusters based on the comparing; and presenting a content of the knowledge to a user by: determining the context of the document based on a content of the document; prioritizing a plurality of tags matching the document change with respect to at least one of: the one or more file categories, the one or more attributes, and the one or more business contexts to select one or more prioritized tags; and displaying the one or more prioritized tags, wherein each of the plurality of tags is associated with one or more files in the one or more file storage systems. ### Claim 2 (depends on 1) The method of claim 1, wherein detecting the user document entry comprises detecting a selection or highlighting of a text, a symbol or an icon in the document. ### Claim 3 (depends on 1) The method of claim 1, wherein detecting the user document entry comprises detecting an input of a text, a symbol, or an icon in the document. ### Claim 4 (depends on 1) The method of claim 1, further comprising automatically and without user intervention categorizing the user document entry into a plurality of categories, including categorizing the document in the category and in another category based on comparisons including a recognition sample. ### Claim 5 (depends on 1) The method of claim 1, further comprising: retrieving the knowledge from a document in the other file storage system; and automatically and without user intervention categorizing the knowledge into another different plurality of categories that partially overlaps with the plurality of categories including categorizing the knowledge in the category and in a further category based on comparisons including a recognition sample. ### Claim 6 (depends on 1) The method of claim 1, wherein presenting a content of the knowledge comprises presenting a user interface allowing the user to select an action to take regarding the user document entry. ### Claim 7 (depends on 6) The method of claim 6, wherein presenting a content of the knowledge comprises: creating a new tag associated with the user document entry based on the action selected by the user; and searching one or more file storage systems to identify information pertinent to the new tag with respect to the one or more file categories, the one or more attributes, the one or more business contexts, or the combination thereof. ### Claim 8 (depends on 6) The method of claim 6, wherein presenting a content of the knowledge comprises: replacing the user document entry with the knowledge or a link to one or more files from which the knowledge is retrieved. ### Claim 9 (depends on 1) The method of claim 1, wherein presenting a content of the knowledge comprises presenting the content of the knowledge via a browser extension to interact with an editing tool allowing the user to author or edit the document. ### Claim 10 (depends on 1) The method of claim 1, further comprising: detecting a completion of authoring or editing of the document; processing the document responsive to detecting the completion of the authoring or editing of the document; and storing the document. ### Claim 11 A computer system, comprising: a processor; and system memory coupled to the processor and storing instructions configured to cause the processor to: analyze file categorization data associated with a plurality of documents spanning a file storage system and another file storage system, including detecting both a user document entry changing a document in the file storage system and knowledge relevant to the user document entry in the other file storage system are categorized into a category; determine that the knowledge is relevant to the user document entry based on the analysis; search one or more file storage systems extracting knowledge related to the document change with respect to one or more file categories, one or more attributes, one or more business contexts, or a combination thereof wherein the searching includes: identifying clusters of similar files; defining one or more recognition samples that include one or more key characteristics for a specific portion or aspect of one or more corresponding files in the clusters, wherein the recognition samples contain instructions on how to extract the characteristics, and wherein the recognition samples are informationally smaller than, and less variable than the corresponding files; comparing a set of characteristics from the characteristics for each file to one or more sets of characteristics of one or more other files; and forming one or more category clusters based on the comparing; and present a content of the knowledge to a user including: determine the context of the document based on a content of the document; prioritize a plurality of tags matching the document change with respect to at least one of: the one or more file categories, the one or more attributes, and the one or more business contexts to select one or more prioritized tags; and display the one or more prioritized tags, wherein each of the plurality of tags is associated with one or more files in the one or more file storage systems. ### Claim 12 (depends on 11) The computer system of claim 11, wherein instructions configured to detect the user document entry comprise instructions configured to detect a selection or highlighting of a text, a symbol or an icon in the document. ### Claim 13 (depends on 11) The computer system of claim 11, wherein instructions configured to detect the user document entry comprise instructions configured to detect an input of a text, a symbol, or an icon in the document. ### Claim 14 (depends on 11) The computer system of claim 11, further comprising instructions configured to automatically and without user intervention categorize the user document entry into a plurality of categories, including categorizing the document in the category and in another category based on comparisons including a recognition sample. ### Claim 15 (depends on 11) The computer system of claim 11, further comprising instructions configured to: retrieve the knowledge from a document in the other file storage system; and automatically and without user intervention categorize the knowledge into another different plurality of categories that partially overlaps with the plurality of categories including categorizing the knowledge in the category and in a further category based on comparisons including a recognition sample. ### Claim 16 (depends on 11) The computer system of claim 11, wherein instructions configured to present a content of the knowledge comprise instructions configured to present a user interface allowing the user to select an action to take regarding the user document entry. ### Claim 17 (depends on 16) The computer system of claim 16, wherein instructions configured to present a content of the knowledge comprise instructions configured to: create a new tag associated with the user document entry based on the action selected by the user; and search one or more file storage systems to identify information pertinent to the new tag with respect to the one or more file categories, the one or more attributes, the one or more business contexts, or the combination thereof. ### Claim 18 (depends on 16) The computer system of claim 16, wherein instructions configured to present a content of the knowledge comprise instructions configured to: replace the user document entry with the knowledge or a link to one or more files from which the knowledge is retrieved. ### Claim 19 (depends on 11) The computer system of claim 11, wherein instructions configured to present a content of the knowledge comprise instructions configured to present the content of the knowledge via a browser extension to interact with an editing tool allowing the user to author or edit the document. ### Claim 20 (depends on 19) The computer system of claim 19, further comprising instructions configured to: detect a completion of authoring or editing of the document; process the document responsive to detecting the completion of the authoring or editing of the document; and store the document.