Documents tree in the sidebar. The tree is where you create, rename, move, and delete things, and every folder in it also has a page of its own.
Inside a folder, documents are listed first and sub-folders after them. Each folder row shows its name and a badge counting what it holds (documents plus sub-folders). Folders nest, up to a total path depth of 12 segments.
Creating documents and folders
TheDocuments section header has two buttons: New document and New folder. Both create at the top level of the brain.
You can also use the keyboard from anywhere in the app:
These shortcuts are ignored while your cursor is in a text field, so they never fire while you are writing.
To create inside a specific folder, open that folder’s
⋮ menu or right-click it, and pick New document or New folder.
Either way you get an inline row in the tree where you type the name. Press Enter to commit, Escape to cancel. Creating a document opens it once it exists.
Creating a board, tracker, table, or map
New document in the ⋮ menu — on the Documents header, on any folder, or by right-clicking either — opens a submenu:
Pick one, name it, and it opens in that view ready to use. Bases and dashboards are not in this menu — ask your agent for those. See Document formats.
Opening a folder
Clicking a folder’s name in the sidebar opens the folder as a page. The arrow beside the name expands it in the tree instead, so you can look inside a folder without leaving what you are reading. A folder page shows the folder’s name and description, a count of what it holds, a card for each folder inside it, and a list of its documents with when each was last touched. The description is the one part you cannot fill in from the web app. Folders you create in the sidebar start without one, and the page says so. Ask a connected agent to write it: “Describe the research folder — it holds competitor teardowns and market notes.” That is what your agents read when they are working out where a new document belongs.Renaming
Open a document’s or folder’s⋮ menu, or right-click it, and choose Rename. The row turns into an input. Enter commits, Escape cancels.
Renaming a folder changes the path of everything inside it. That happens across the whole subtree in one operation, and links pointing into it are updated to match.
Context menus
The⋮ menu and the right-click menu are the same in both cases.
Moving a document
There are two ways to move a document.Drag it
Drag a document row onto a folder row, or onto the strip at the top of the tree to move it back to the brain root.- A plain click still opens the document. A drag only begins after you hold the press for a moment or move a short distance, so the two never conflict.
- While dragging, a small chip follows the cursor showing the document’s icon and title, and the row you picked up dims.
- The folder you are hovering shows a drop indicator. Hovering the folder the document already lives in shows a muted version instead, because dropping there does nothing.
- Hovering a collapsed folder for about half a second expands it, so you can drop into a nested folder without setting up first.
- Dropping outside any target, or back onto the current parent, does nothing.
- If the move fails, a toast tells you: either
Failed to move documentor the specific reason.
Use the Move dialog
Open the document’s menu and chooseMove…. The dialog is titled Move document and has a Destination select listing every folder, indented to show nesting, plus Root (no folder) when the document is not already at the root. Choose one and click Move.
If there is nowhere else to put the document, the list shows No other destinations available.
The document’s path changes as soon as you confirm, and links to it are updated in the same operation.
Moving folders
Paths and breadcrumbs
A document’s address is its folders followed by its own name, in a simplified URL-safe form —product/pricing-page-spec. It appears in your browser’s address bar after /brain/.
The breadcrumb above an open document shows Brain, then the document’s immediate parent folder, then the title. A document three folders deep still shows one folder crumb, and that crumb is not a link.
The complete address only appears in the URL. To see exactly where a document sits, read the address bar or find it in the tree.