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My Files and Folders

My Files and workspace folders are where persistent document operations begin, including uploads, indexing, sharing, and automated processing.

What you can manage

  • Uploads and file metadata.
  • Folder hierarchy and navigation.
  • File versions, retries, and conversion history.
  • Document destinations for sharing, AI indexing, and workflows.
  • Share links, guest upload links, and rollback-oriented file history from the file operations layer.

Folder strategy

Use folders to separate active work, archived material, AI-indexed sources, and external submissions. That structure makes permissions, alerts, workflows, and hiring pipelines easier to manage later.

Operational patterns

  • Store source files and finished outputs separately when traceability matters.
  • Keep intake folders distinct from approved or active production files.
  • Use predictable naming so teammates and AI retrieval workflows can interpret the file set consistently.
  • Treat version history as part of the process, not only as emergency backup.

When a folder should become a workflow boundary

If the same folder repeatedly triggers manual steps such as conversion, indexing, review, and export, that folder is a strong candidate for automation or an AI-managed operating flow. In other words, good folders often reveal where workflows should be introduced next.