The Document Library gives you a centralized view of every file in your organization. Here is how to keep things organized.
File Manager view
The File Manager is the default view of your Document Library. It displays all your files in a table with columns for file name, uploaded by, size, date, and processing status. Files appear in reverse chronological order by default.
Searching files
Use the search bar at the top of the File Manager to find files by name. Start typing and results filter in real time. For content-based search, ask the Knowledge Agent -- it searches inside your documents, not just file names.
Favoriting files
Mark frequently accessed files as favorites by clicking the star icon on any file row. Access all your favorites from the dedicated Favorites section in the sidebar. You can also favorite multiple files at once using bulk selection.
Renaming files
Click on a file name or use the file actions menu to rename any file you own. Clear, descriptive names make files easier to find and help the AI provide better context in responses.
Previewing documents
PDF files can be previewed directly within the platform. Click on a PDF file to open the built-in viewer without downloading. For other file types, use the download option to view them locally.
Storage overview
Your storage quota is visible in the Document Library. The overview shows used space versus total available storage for your organization. Monitor this regularly to avoid hitting limits during critical uploads.
Integration Files
The Integration Files section displays data files synced automatically from your connected integrations (Shopify, Meta, Google Analytics, and others). These files are managed by the system and update on their sync schedule. They appear separately from manually uploaded files for clarity.