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Create documents and folders

Members of a workspace can create; a guest (someone a single item was shared with) sees only what is shared with them.

  1. Open the folder it belongs in, or stay in All documents for the top level.

  2. Choose New at the top of the sidebar, then New document.

    The document opens with the cursor in it, ready to type.

  3. Write. Until you rename the document, its first line is its title.

To name it yourself, click the title at the top of the page, type, and press Enter. The ⋯ menu beside Share has Rename… too.

  1. Choose New, then New folder.
  2. Type the Folder name, and choose Create.

Instructions for agents is optional. It tells AI tools how to work inside this folder; see Give AI tools instructions.

  • Drag a document or folder onto a folder in the list, or onto a folder in the path above the list.
  • Or open the row’s ⋯ menu, choose Move to folder…, pick a folder (or Top level), and choose Move here.
  • To move several at once, Command-click or Ctrl-click them (Shift-click for a range), then choose Move to folder… in the bar that appears.

Filter this list… narrows the folder you are in by name. Beside it, open Anyone and choose Me to see only what you own; open All types and choose Documents or Databases to see one kind. Click the star on a row to add it to Favorites in the sidebar. Shared with me lists what other people shared with you.

  • In a document, open the ⋯ menu beside Share and choose Move to Trash. In the list, it’s in the row’s ⋯ menu.
  • To get it back, choose Trash at the bottom of the sidebar, then Restore in the row’s ⋯ menu.
  • By default, items stay in the Trash for 30 days, then they are deleted for good. Delete forever does it at once, and can’t be undone.

The owner and the people who look after the workspace can delete items. Delete folder… deletes the folder and any folders inside it. The documents in it move to the Trash, so you can still restore them.