How to organize files with folders and tags
Creating folders
Click Folders in the sidebar
Click New Folder
Name your folder and click Save
Renaming a folder
Go to your folder list
Click the three-dot menu next to the folder name
Select Edit folder
Change the name and click Save
Adding tags to files
Tags help you categorize and filter files across folders.
Tag individual files
Open a media file
Click More in the top right
Select Edit
Type your tag name and press Enter
Click Update
Tag multiple files at once
Go to a folder and select multiple files using the checkboxes
Click More then Edit
Add your tags and click Update All
Removing tags
To remove a tag, open the file edit menu, click the X next to the tag, and save. For bulk removal, select multiple files, edit, and remove the tag from all at once.
Organization tips
Use folders for projects: One folder per research project, client, or meeting series
Use tags for cross-cutting themes: Tags like "urgent", "follow-up", or "reviewed" work across all folders
Combine with automations: Set up AI Chat automations per folder so every new file gets analyzed automatically
Assign folders to team groups: Control who can see which folders by assigning them to team groups