Core
Folders
Folders are digital containers used to group related files together in a meaningful way. They support both manual organization and future logic-based automation.
This guide provides a clear overview of how to effectively use Folders within the platform. Folders are a core organizing feature that help users manage, group, and navigate large volumes of files with ease.
Capabilities
Reference-based file structure
- Files live in a central AI Drive
- Folders reference files, they do not duplicate
- Files can be referenced in multiple folders at once
Folder levels supported
- Parent folder
- Subfolder
Folder Categories
Manual Folders & Subfolders
Manual Folders & Subfolders
- These folders are created manually by users, and are fully user-controlled with standard file management options
- You can:
- ✅ Upload files
- ✅ Remove files
- ✅ Delete the folder or subfolder
Auto-Created Subfolders
Auto-Created Subfolders
These folders are**automatically generated ** based on rules set in the parent folder (e.g., via route + match + compare logic). and are used to organize files that meet certain criteria.You cannot:
- ❌ Manually upload or add files
- ❌ Remove files
- ❌ Delete the subfolder directly
Parent Folders with Rules
Parent Folders with Rules
These folders are manually created by users, and include automation rules that organize files into subfolders.You can:
- ✅ Delete the parent folder
- When deleted, all of its auto-created subfolders are also removed.
- The files inside remain available in their original location (e.g., Drive / All Files).
Auto-Created Parent Folders (Export Folders)
Auto-Created Parent Folders (Export Folders)
These folders areautomatically created when connecting to integrations (e.g., Xero, Odoo), and are system-generated based on data sources.You can:
- ✅ Delete the parent folder
How to Use Folders
1. Creating a New Folder
- Go to Drive
- Click “+” next to Drive tab
- Enter a name in the dialog box
- Click Create
2. Uploading Files into Folders
- Drag & drop into folder
- Use Upload Modal
3. Renaming a Folder
- Locate the folder
- Enter the folder view
- Click the pencil icon
- Enter the new name
- Press Confirm