Manage Documents in Applications
Open Documents
Open /applications?view=documents, or select Documents from Applications. The page shows the document hierarchy for the workspaces you can access. Use the current workspace and folder location before creating or uploading anything.
Add a file or folder
- Navigate to the destination folder.
- Select New.
- Choose Upload File to add a file to the current folder, or Create Folder to create a folder at the current location.
- When creating a folder, enter its name and choose its initial Folder Color.
- Complete the dialog and wait for the updated list.
If New is not shown, you have view-only access or the current location does not allow that action.
Find and organize items
Use search to match an item name in the current scope. Sort by Name, Date, or Size, then choose ascending or descending order. Starred items are placed first so frequently used content remains easy to reach.
Use Flat to search across the available files without navigating each folder, or Folders to return to the hierarchy. Switch between Grid and List without changing the content or location. Virtual workspace, application, and page groupings help you navigate the product hierarchy; they are not ordinary folders that can always be renamed or deleted.
File cards and rows can show file size, modified date, uploader, and a version label when more than one version exists. Open a supported file to preview it; ZIP files and other unsupported formats offer download without a preview action. When permitted, file actions include View, Download, Rename, Delete, favorite/unfavorite, and Permissions.
Folder actions can include Permissions, Change colour, Rename, Delete, and download as ZIP. The selected folder colour is visible to everyone who can browse that location; select Use the default to remove a custom colour. Workspace, application, and page entries are product groupings, so their rename, colour, delete, and folder-permission actions are not shown. An Enterprise App Builder grouping can also offer Open in App Builder.
| Control | What it does |
|---|---|
| Download | Downloads the selected folders and their contents as a ZIP file. |
| Select All / Deselect All | Selects or clears the selectable folders in the current view. Individual files are not part of this bulk selection. |
| Delete (number) | Permanently deletes the selected folders and all documents inside them after confirmation. This cannot be undone. |
Deletion behavior depends on what you select:
- Delete on an individual file moves that file to Trash, where it can be restored.
- Delete Folder permanently deletes that folder and every document inside it.
- Bulk Delete (number) permanently deletes every selected folder and its contents.
Read the confirmation every time. Trash cannot restore a folder or bulk selection that the confirmation identifies as permanent.
Understand page states
- A loading message or skeleton means the current folder is still being retrieved.
- An empty state can mean the folder has no items, the search has no match, or your scope contains no documents; clear search before requesting access.
- If an action is absent, your role or the current virtual location does not permit it.
- If the page reports an error, retry once without repeating an upload or delete that may already have completed.