Documents Section

The Documents section is designed to simplify the process of locating shared files within a workspace. Rather than searching through chat history in the interaction panel, users can access the documents section and promptly find the specific file they need.

Each workspace has its own documents section, serving as a dedicated space for users to conveniently store files shared within the workspace. 

Where to Find the Documents Section

Once you are inside a workspace, simply click Documents to access the documents shared in this workspace. The documents section can be found next to the Flow section.



Using the Documents Section

The documents section provides a convenient solution for organizing and efficiently managing files within the workspace.  

To share files in a workspace, just click Add within the documents section, and upload a file from your computer or the content library.

Any files shared in the chat section of the interaction panel will automatically appear in the documents section.



Folders

Folders provide an organizational system within the documents section, offering a seamless way to categorize and efficiently manage files. By leveraging folders, users can easily sort and locate the specific files they need.


Creating Folders

To create folders:

  1. Click Add in the documents section.



  2. Select Folder.  
  3. Enter a name for the folder, then click Create. Your folder will appear in the documents section.




Adding New Files into a Folder

To add new files into a folder:

  1. Enter the folder of choice.
  2. Click Add.

The folder name you are currently in is displayed to the right of ‘All Files’.

Moving Files into a Folder

To move files into a folder:

  1. Click on the circle located at the top right corner of the files you would like to move to a folder.



  2. Next, click on the ‘Move To’ icon at the top.



  3. Select the folder you want to move the selected files to, and click Move.

 


Download a Folder 

To download a folder with all its contents:

  1. Click on the ellipses '...' icon at the right of the folder.
  2. Select Download.

 

Rename a Folder 

To rename a folder:

  1. Click on the ellipses '...' icon at the right of the folder. 
  2. Select Rename.



  3. Enter the new folder title or edits to the existing title. Once done, click Update to save the changes.