---
title: "Folders"
description: "Create and rename folders, move recordings between them, and tag files so they can be filtered across the whole library."
---

> 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.

# Folders

## Creating folders


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

## Renaming a folder

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

## Adding tags to files

Tags help you categorize and filter files across folders.

### Tag individual files

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

### Tag multiple files at once

1. Go to a folder and select multiple files using the checkboxes
1. Click **More** then **Edit**
1. 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

## Creating folders

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

## Renaming a folder

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

## Adding tags to files

Tags help you categorize and filter files across folders.

### Tag individual files

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

### Tag multiple files at once

1. Go to a folder and select multiple files using the checkboxes
1. Click **More** then **Edit**
1. 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

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/library/) · [Saved views](/help/library/saved-views/)

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