Organizing Sources

As you add more sources, organization becomes important. Use folders to group related content, bulk actions to manage multiple sources at once, and the management tools to keep everything tidy.

Folders

Group related sources into folders for easier navigation.

Create a Folder

1. Click the folder icon in the Sources panel header
2. Give it a name
3. Choose a color (optional)
4. Click Create

Folders appear at the top of your sources list. Sources without a folder appear in an “Unfiled” section.

Move Sources to Folders

Drag and drop:

• Drag a source onto a folder to move it
• Drag to the “No folder” zone at the bottom to remove from a folder

From the menu:

• Right-click a source (or click the three-dot menu)
• Select Move to folder
• Choose the destination

Edit a Folder

Click the three-dot menu on any folder to:

• Rename — Change the folder name
• Change color — Pick a different color
• Delete — Remove the folder

Delete a Folder

When you delete a folder, you choose what happens to its sources:

Selecting Multiple Sources

Work with several sources at once using selection.

Selection Methods

Single click:

• Clicks a source to select just that one

Cmd/Ctrl + click:

• Add or remove individual sources from your selection
• Hold Cmd (Mac) or Ctrl (Windows) while clicking

Shift + click:

• Select a range of sources
• Click one source, then Shift + click another to select everything between them

Select all in folder:

• Click a folder header to select all sources in that folder

Clear Selection

• Press Escape to clear your selection
• Or click the ✕ in the selection toolbar

Bulk Actions

When you have sources selected, a toolbar appears at the bottom of the panel.

Bulk Move

1. Select the sources you want to move
2. Click Move in the toolbar
3. Choose the destination folder
4. Or select No folder to unfile them

Bulk Delete

1. Select the sources to delete
2. Click Delete in the toolbar
3. Confirm the deletion

Managing Individual Sources

Right-click any source (or click the three-dot menu) to see management options.

View Details

The details dialog shows:

• File info — Type, size, date added
• Processing status — Current state and any errors
• Chunk count — How many pieces the content was split into
• Metadata — Page count (PDFs), duration (audio/video), etc.

Rename Sources

Sources get their names from file names or page titles. Rename them to something more descriptive:

1. Right-click the source
2. Select Rename
3. Enter the new name
4. Click Save

Reprocess Sources

If a source failed to process, or you want to refresh its embeddings:

1. Right-click the source
2. Select Reprocess
3. Wait for processing to complete

Sorting and Grouping

Control how sources are displayed using the view options.

Click the view options button in the Sources toolbar to access:

Sort Options

Group Options

Learn More