Introduction
Folders in Sana Agents are your new, powerful way to organize, access, and collaborate on knowledge. Previously called Collections, folders make it easy to group documents, files from integrations, meeting notes, and more—all in one place. With folders, you can quickly find what you need and work together as a team, streamlining your knowledge management experience.
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.
How to use folders in Sana Agents
Organization and navigation
Folders help you keep your workspace tidy and focused:
Decluttered sidebar: Only folders you’ve pinned, or folders where others have added you (individually or as part of a user group), appear in your sidebar. This keeps navigation simple, even as your organization grows.
Easy overview: Browse and manage all your folders from the landing page, accessible via “View all.” Add or remove folders from your sidebar with a single click.
Scoped conversations: Start chats limited to the content of a specific folder, so answers stay relevant. You can also view all historical chats within any folder.
Search inside folders: Quickly find any file, document, or chat history within a folder using the search bar.
Access all your knowledge: Chat with and ask questions based on any folder you have access to, even if it’s not pinned to your sidebar.
Permissions and sharing
Take control of who can view or edit your folders:
Granular control: Decide who can access each folder—just you, specific people, teams, or your entire workspace. Use the Share button to give others view or edit rights.
Owners can manage sharing, edit contents, and delete the folder.
Editors can add, edit, and remove files or documents within the folder.
Viewers can only see the folder’s contents.
Collaborative editing: To work together on documents, 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
Keep your knowledge organized and up to date:
Streamlined adding: Add files, meeting notes, documents, 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 document 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.
When to use folders
Folders are ideal when you want to:
Group related documents, files, and meeting notes for a project or team.
Share knowledge with specific people or groups, while keeping other content private.
Collaborate on documents in real time, with clear control over who can view or edit.
Keep your sidebar focused on what matters most, even as your organization and knowledge base grow.
Revisit past conversations and updates for context and accountability.
FAQ
Q: Why don’t I see all my folders in the sidebar?
A: Only folders you pin, or folders where others have added you (individually or as part of a user group), appear in your 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 (such as Google Drive or SharePoint), as well as Sana-native documents and meeting notes.
Q: Can a file or document 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 documents, 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: You’ll notice a cleaner interface, focused navigation, flexible sharing, bulk actions, multi-folder assets, full chat history, and easier content management.
For further questions or information about Sana Agents, please contact [email protected] via email or directly in the helpcenter chat.