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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.

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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

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Folder Categories 

  • 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
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
🔄 Note: These subfolders are dynamic — if deleted (via parent), they will regenerate automatically as long as the parent folder’s rules remain.
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).
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
⚠️ Behavior may differ slightly from standard folders — updates coming to align functionality.

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How to Use Folders

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1. Creating a New Folder

  1. Go to Drive
  2. Click “+” next to Drive tab
  3. Enter a name in the dialog box
  4. Click Create

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2. Uploading Files into Folders

  • Drag & drop into folder
  • Use Upload Modal

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3. Renaming a Folder

  1. Locate the folder
  2. Enter the folder view
  3. Click the pencil icon
  4. Enter the new name
  5. Press Confirm
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