Introduction
Folders in Sana, which were previously called Collections, are your new, powerful way to organize, access, and collaborate on knowledge. Folders let you group documents, files from integrations, meeting notes, and more—making it simple to find what you need and work together as a team, all in one place.
Folders offer everything you could do in Collections before, but now with a cleaner interface, stronger sharing controls, and a more flexible, scalable way to manage knowledge.
Organization and navigation
Decluttered sidebar: Only folders you’ve added (“pinned”), or folders where others have added you as individual or as part of a user group, appear in your sidebar, so you see what matters most. This makes navigation simple and focused, even as your organization grows
Easy overview: Browse and manage all your folders from the new landing page, accessible via “View all.” Add or remove folders from your sidebar with a single click.
Scoped conversations: Start chats that are limited to the content of a specific folder, ensuring answers are always relevant. You can also view all historical chats within any folder.
Search inside folders: Find any file, doc, or chat history within a folder quickly using the search bar.
Access all your knowledge: You can chat with and ask questions based on all folders you have access to, even if they aren’t pinned in your sidebar.
Permissions and sharing
Granular control:
You decide who can access each folder—just you, specific people, teams, or your whole workspace. Use the Share button to give others either view or edit rights.
Owners can manage sharing, edit contents, and delete the folder.
Editors can add, edit, and remove files or docs within the folder.
Viewers can only see the folder’s contents, not change them.
Collaborative editing:
To work together on documents, you first need to share the specific doc with the person or group—access to a folder alone doesn’t automatically allow collaborative editing on every file inside. Once shared, multiple users can edit docs, add files, and contribute to folders in real time.
Content management
Streamlined adding: Add files, meeting notes, docs, and integrated content to folders with a single button—from setup, from the folder page, or from meeting pages.
Bulk actions: Select and add, remove, or tag multiple files at once for faster organization.
Assets in multiple places: The same file or doc can exist in several folders, making your structure flexible and tailored to your needs.
Track history: All chats and changes related to a folder are logged, so you can always revisit past discussions and updates.
Frequently asked questions
Q: Why don’t I see all my folders in the sidebar?
A: Only folders you “pin”, or folders where others have added you as individual or as part of a user group appear in the sidebar. Go to “View all” to browse, add, or remove folders from your sidebar at any time.
Q: Can I share folders with others?
A: Yes! Invite individuals, groups, or your entire organization and choose who can view or edit each folder.
Q: How do I add content from integrations?
A: You can add files from connected sources (Google Drive, SharePoint, etc.) as well as Sana-native docs and meeting notes.
Q: Can a file or doc belong to more than one folder?
A: Yes—add the same asset to as many folders as you like for flexible organization.
Q: Is folder collaboration real-time?
A: Yes. Multiple people can edit docs, add files, and update folders at the same time.
Q: Can I revisit old chats and updates?
A: All your historical chats and actions in each folder are logged and accessible.
Q: What’s improved compared to before?
A: Cleaner UI, focused navigation, flexible sharing, bulk actions, multi-folder assets, full chat history, and easier content management.
If you have any questions or need help, contact [email protected].