Getting started

How to create and use folders

Last updated January 28, 2026

Use folders to keep related recordings, transcripts, and documents together. Group files by customer, topic, or type of meeting.

Private and shared folders

• My files: your private files and folders.
• Team: files and folders shared with your team. Team members can view and edit files in a shared folder.

Create a folder

1. In the sidebar, click the + next to My files or Team. On a computer, move your pointer over the row to show the button.
2. Enter a folder name, such as “Customer interviews”.
3. Choose whether to enable Share with team. Leave it off for a private folder.
4. Click Create folder.

You can also create a folder during upload: open Location and choose Create folder.

Add new files to a folder

On the upload page, select your files and choose the folder under Location. The selected folder applies to all files in that upload. Files in a shared folder are shared with your team.

Move existing files into a folder

1. Open My files or Team.
2. Select the files you want to move.
3. Click Add to folder in the selection menu.
4. Choose the destination folder.

Moving files into a shared folder gives your team access to them.

Manage folders and subfolders

Click a folder in the sidebar to open it. Use its menu to rename it, manage sharing, or delete it.

You can create subfolders to organize work within a folder. A subfolder uses the same access as its parent: private or shared with the team. You cannot create another subfolder inside a subfolder.

You can create up to 8 folders per organization, including your subfolders. This limit counts folders you created.