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Every project has a shared pool of files. It’s where the documents you upload live, alongside the files your runs and actions produce. The same file can be used in many runs without uploading it again, and files outlive any single run — they belong to the project, not to one task. Files arrive in a project three ways:
  • You upload them directly.
  • A File upload task in a run adds them. See Completing tasks.
  • A run or action generates them — for example, a finished document from a document template.
Open a project and stay on the Files tab (it’s the default tab), or open the standalone Files workspace from the project. You’ll see a folder rail on the left, the file list on the right, and a toolbar across the top.

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Upload files

1

Click Upload files

Use the Upload files button in the toolbar, or drag files from your computer and drop them anywhere on the page. While you drag, a full-page overlay reads Drop files to upload — release anywhere.
2

Watch the progress panel

Each file moves through Waiting, a percentage while it transfers, Saving as it’s confirmed, then Uploaded. A file that can’t be added shows Failed.
3

Confirm where they landed

If a folder is selected when you drop files, they go into that folder. Otherwise they land in the Inbox (unfiled). Move them later if you need to.
Each file can be up to 50 MiB. Larger files are rejected before they upload — split or compress them first.

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Organize your files

Use folders, the Inbox, and tags to keep a project’s files findable.

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Folders and the Inbox

The folder rail on the left filters the list. Select any entry to show only its files.
  • All files — everything in the project.
  • Inbox — files that aren’t filed into a folder yet.
  • Your folder tree below.
To add a folder, click New folder, type a name, and click Create. Each folder has a … menu with Add folder inside, Rename, and (with the right permission) archive. The breadcrumb above the list — All files > folder path — lets you jump back up at any time.

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Tags

Tags are short, free-form labels you attach to files for filtering and search — for example invoice, contract, or needs review. Use the Filter by tag control above the list to narrow the list to one tag, and Clear to reset it. You can tag files one at a time from the file details panel, or many at once with the bulk Tag action.

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Search and archived files

Type in the toolbar Search box to find files by name. Flip the Show archived switch to bring archived files back into view; turn it off to keep them out of the way.

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The file list

Each row shows the file’s Name, Tags, and when it was Updated. Badges tell you where a file came from and its state at a glance:
A file marked Needs approval isn’t part of the project’s file pool yet. Its detail panel reads “This document becomes part of the project’s files once its run approval is complete.” Approve the run’s output to release it — see Reviewing AI work.
If a list looks empty, the message tells you why: No files yet (nothing uploaded), No matching files (your search found nothing), or No files here (the selected folder or tag is empty). Use Load more files to page through a long list.

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Act on files

Open a file row’s … menu to act on a single file, or select several with their checkboxes to act on all of them at once. The toolbar shows how many are selected.
From the row … menu:
  • Run action with this file — start a project action using this file. See Batch action runs.
  • Download — save a copy to your computer.
  • Move — send it to the Inbox (top level) or pick a destination folder.
  • Archive — tuck it away. Archived files stay accessible behind the Show archived switch.
Files are shared across the whole project. Archiving a file affects every run that uses it, and a file attached to an active run can’t be freely removed. Archive only when you’re sure no live work still needs it.

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File details

Click a file to open its File details panel. Everything known about that file lives here.
  • Preview — for supported types. If a file can’t be previewed, you’ll see “Preview isn’t available for this file type. Download the file to review it.”
  • Properties — Type, Size, when it was Added, and its Status.
  • Tags — add or remove tags for this file.
  • Location — the Inbox or the folder it lives in.
  • Produced records — any records this file generated. Empty until a run or action extracts data from it.
  • Action history — the runs and actions that have processed this file.
  • Where this file came from — for generated files, a line such as “Generated by {action} from {records}” with a link to Open the run that created this file.
The Produced records and Action history sections trace a file’s whole story — what it created and what touched it — without leaving the panel. Use them to check whether a document has already been processed before you run an action on it again.

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Where to go next

Run an action over files

Pull data out of many files at once and review every result in a grid.

Complete a File upload task

Add files as part of working through a run.

Generate documents

Fill a Word template with record data to produce a finished PDF or Word file.

Work in a run

See how a run uses the files attached to it.