Overview of how to create, edit and use file categories in the Storage section. Categories are used to organize documents, quickly filter the file list and easily assign attachments to other system modules. Everything is managed directly when uploading or editing a file in the Storage section.
Creating and setting up a category
You create a category directly in the New file or New file from URL dialog via the Create new category button. When creating it you enter the category name and choose a color for clear distinction in the list. Categories then appear in the select when uploading and when filtering the file list.
Filtering and quick search
In the files list use the full-text Name field or the Category select to filter quickly. Colored categories improve orientation when there are many documents. Filtering helps with bulk actions, for example when downloading or deleting multiple files.
Assigning a category when uploading or from a URL
When uploading normally by dragging or selecting a file you enter Name and choose Category. When importing from an external URL, in addition to name and category you provide the URL address — the system will store the link and regularly download file updates. This way categories remain consistent even for external sources.
Use of categories in other modules
Categories make it easier to select attachments when calling AI functions or when creating email templates, because the attachments list uses files stored in Storage. When adding attachments to AI or the mailer you can easily choose files by category, which speeds up task setup.
How do I create a new file category?
In the New file dialog click Create new category, enter the category name and select a color. You will then select the new category when uploading a file or when importing from a URL.
Can I assign a category to a file afterwards?
Yes. Open file editing via the Edit button in the file list, and in the settings change or add the category before saving. System files cannot be edited.
What are categories used for in AI tasks or emails?
When creating AI tasks or adding attachments to email templates, you can select files from Storage — categories help quickly find relevant attachments and set processing (basic or advanced). This speeds up task preparation and reduces errors when selecting files.
Hello, we are currently online, we will be happy to answer your questions.