Organize with folders, tags & bulk actions
Use folders, tags, and bulk actions to keep your knowledge base tidy as it grows.
As your knowledge base fills up, a little structure keeps everything easy to find. Open Documents from the sidebar to manage it all.
Folders
Group related documents into folders, for example, by project, client, or topic. You can move documents into folders and browse by folder to focus on one area at a time.
Tags
Tags are flexible labels you can add to any document, note, or import. A single item can have several tags, so the same document can be both work and Q3. You can add tags when you upload, or anytime afterward on a document's detail page.
Tags also power focused searching, you can scope chat to specific tags so the answer only draws on the documents you care about.
Bulk actions
When you have a lot to manage, select multiple documents at once and act on them together. You can:
- Move the selection into a folder
- Archive items you want out of the way without deleting them
- Delete the selection permanently
Use "select all" to act on everything currently shown, and combine it with the search box and type filters to target exactly the right set.
Share with your team
If you're on a team, the Documents page shows two tabs at the top: My Documents and Team. Your documents stay private by default. To share one, hover over it in My Documents and click the share (people) icon, then confirm. Shared documents appear under the Team tab for everyone on the team, labeled with who shared them. To stop sharing, click the share icon again or use Un-share from the Team tab. If you're not on a team, you won't see these tabs.