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Workspace Sections: Files

Learn how to manage all the content added to your account

Philip Deng avatar
Written by Philip Deng
Updated over a week ago

Files Tab

The Files section in your Workspace provides a centralized location to view and manage all files uploaded and created in your grant projects. Files are organized in a familiar hierarchical structure similar to popular cloud storage platforms.

File Organization

The files table displays your content in a nested structure with the following features:

  • Files and folders can be organized hierarchically with unlimited nesting

  • Custom labels can be applied to both files and folders for easy categorization

  • Sort and filter options help you quickly locate specific files

Creating New Files and Folders

To add new content, use the buttons in the upper right corner of the screen:

  • New button: Creates either a new folder or working file

  • Upload files button: Allows you to upload existing files from your computer

Note: While the "New working file" option creates a document using our legacy word processor, we recommend using our new document style for optimal functionality.

Managing Files and Folders

To manage your files and folders:

  • Check the box next to any file or folder to reveal management options

  • Use the Move option to relocate files or folders to a different location

  • Apply or modify tags to improve organization

  • Delete files or folders when they're no longer needed

Move

Tags

Delete

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