Folders let you organize your meeting reports so you can manage and review groups of related reports in one place.
What is a folder?
A folder is a collection of meeting reports, and a report can be in more than one folder. You can create folders for your own organization or share them with others. There are two main types:
- Personal folders: Only you can see them. You can add any report you can access, whether you’re an Editor or a Viewer. You can create your own custom folders, or use Smart Folders, which group your reports by topic automatically.
- Shared folders: Built for teamwork. You can add individuals, teams, or your whole Workspace, and everyone in the folder can see every report in it. Each member gets the folder’s access level (Viewer or Editor) for its reports. If they already have higher access to a report, they keep it.
For more details, see Types of folders and Shared folders.
What can I do with folders?
- Organize your reports by project, team, client, or anything else.
- Share reports with colleagues, teams, or your Workspace.
- Get insights across reports by using Ask Read on a folder’s reports.
- File new meetings automatically with folder rules, which add meetings to a folder based on their title or participants. See Configuring rules for folders.
Where are my folders?
You’ll find your folders in the left-hand navigation. The Folders page lists every folder you have access to, both personal and shared.
The Folders page
- Sorting: Folders are sorted by Last updated by default, with the most recently updated folder first. Click any column header to sort by it. For example, click Folder to sort by name.
- Members: Shows who has access to the folder, and therefore to all the reports in it.
- Reports: Shows how many reports are in the folder.
Looking for your tags?
Folders replaced tags in 2025, and your existing tags were converted to folders automatically:
- Custom tags became personal folders.
- Auto-tags were replaced by Smart Folders.
- Workspace tags became custom folders.