---
title: "Manage folders"
description: "Create a folder, rename it, assign it to a user group so the right people see it, and move recordings between folders."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.speakai.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage folders

Folders group your recordings, transcripts, and notes by project, client, or meeting series. Each
folder holds its own files, its own [saved views](/help/folders/saved-views/), and its own
[automations](/help/automations/), so a folder is usually the unit you set up once and reuse for
every file that lands in it.

![The Create Folder dialog on its first step. Folder Details is selected ahead of Generate Fields and Setup Automation, with boxes for the folder Name and a Description, an Assign To picker for team members, and a Next button that moves on to field generation.](/help/media/folders/folders-manage.jpg)

## Create a folder

1. Click **Folders** in the sidebar.
1. Click **New Folder** in the top right.
1. Name the folder and add a description.
1. Pick the user groups that get access from the **Assign To** list.
1. Click **Next**. Speak creates the folder. On a desktop browser the window carries
   on to generating fields and setting up automation.

## Rename a folder or change who can see it

1. Go to your folder list.
1. Click the **three-dot menu** next to the folder name.
1. Select **Edit**.
1. Change the name, the description, or the groups in **Assign To**.
1. Click **Save**.

Create and edit open the same window, so you set **Assign To** when you first create the folder
and you change it any time afterwards. You do not have to get access right on the first try.
The list holds your user groups, and the groups you pick control who can see the files inside the
folder. See [Groups and permissions](/help/teams/permissions/) for how that works.

**Assign To** shows up only on a team workspace, and only when your own permissions include
assigning folders.

## Choose between folders and tags

A file lives in one folder, so use folders for the thing that owns the file: one folder per research
project, client, or meeting series. A file can carry many [tags](/help/folders/tags/), so use tags
for themes that cut across folders, like "urgent", "follow-up", or "reviewed". You can filter and
search on either.

Set up an automation per folder when you want every new file to get analyzed the moment it arrives,
without anyone starting it.

Want a hand setting this up? [Book a free consult](https://calendly.com/speak-ai/consult?utm_source=docs&utm_campaign=consult) and we'll do it together on your account.

---
Related: [Library](/help/folders/) · [Saved views](/help/folders/saved-views/)

Source: https://docs.speakai.co/help/folders/manage/index.mdx