Folders provide a powerful way to organize your meeting reports, enabling you to manage and analyze groups of reports in one convenient location. 

What is a folder? A folder is a collection of reports, and each report can belong to multiple folders. Folders can be created, named, and managed by users for personal organization or for sharing with others. There are two main types of folders:

• Personal Folders: These folder are private to you, and ideal for personal organization. You can add any report to your personal folders, regardless of your permission level on that report (editor or viewer). You can create custom folders tailored to your needs, or take advantage of Smart Folders, which automatically group your reports by detected topics.
• Shared Folders: Designed for team collaboration, shared folders allow you to add members—such as individuals, teams, or entire workspaces—so everyone in the folder can access and collaborate on all included reports. All members of a shared folder receive the same access level (viewer or editor) to every report in the folder.

What can a folder do? Folders can be used for both personal organization, collaborative knowledge sharing, or aggregated Ask Read AI insights across a collection of reports.

Where are my folders? Users can access their folders directly from the main navigation on the left-hand side of the app. The folders page displays all folders you have access to—both personal and shared.

Folders Page

The folders page, accessible from the left-hand navigation, displays a list of all folders you have access to—both personal and shared.

• By default, folders are sorted by the "Last updated" date, with the most recently updated folder appearing first. You can change the sorting order by clicking any column header—for example, click "Folder" to sort alphabetically by folder name.
• The "Members" column indicates who has access to that folder, and subsequently, all of the reports in that folder.
• The "Reports" column indicates the number of reports contained in each folder, giving you a quick overview of your folder contents.

Tag to Folder Migration

Prior to introducing Folders, we supported a feature called "Tags". Any pre-existing custom tags have been seamlessly migrated to folders, so your existing organization remains intact—now with enhanced flexibility. The previous tag system has been fully replaced by folders across the user interface. Wherever you once saw custom tags, you’ll now see folders, including in the left navigation and report lists.

• All existing custom tags have been converted into personal folders. You won’t lose any of your previously created tags—they have simply been transformed into folders, preserving both your organization and access.
• The auto-tag feature has been deprecated and replaced by Smart Folders, which automatically group reports with greater accuracy based on detected topics.

Workspace tags have also been deprecated and converted into custom folders. You can continue to add reports to these folders created from the migration, ensuring a smooth transition and uninterrupted workflow.