Create and rename folders, move recordings between them, and tag files so they can be filtered across the whole library.

Creating folders

Click Folders in the sidebar
Click New Folder
Name your folder and click Save

Renaming a folder

Go to your folder list
Click the three-dot menu next to the folder name
Select Edit folder
Change the name and click Save

Adding tags to files

Tags help you categorize and filter files across folders.

Tag individual files

Open a media file
Click More in the top right
Select Edit
Type your tag name and press Enter
Click Update

Tag multiple files at once

Go to a folder and select multiple files using the checkboxes
Click More then Edit
Add your tags and click Update All

Removing tags

To remove a tag, open the file edit menu, click the X next to the tag, and save. For bulk removal, select multiple files, edit, and remove the tag from all at once.

Organization tips

Use folders for projects: One folder per research project, client, or meeting series
Use tags for cross-cutting themes: Tags like “urgent”, “follow-up”, or “reviewed” work across all folders
Combine with automations: Set up AI Chat automations per folder so every new file gets analyzed automatically
Assign folders to team groups: Control who can see which folders by assigning them to team groups

In order to add a new folder, first select the “Folders” subheading on the left-hand sidebar.

On the Folders page, click on the “New folder” button in the top right-hand corner.

A new window will be opened allowing you to enter the name of your new folder, as well as assign the contents of the folder to anyone on your team. Once you have added at least a name for your folder, click on the “Save” button in the top right-hand corner of the window.

Organize files with folders and tags