Guides

Documents

Upload files, share links, create markdown notes, and organize everything with virtual folders.

Overview

The Documents tab is your project's file library. It supports four document types:

TypeDescription
NoteMarkdown content created in the editor with autosave
FileUploaded documents (PDF, DOCX, images, etc.) stored in Cloudinary
LinkExternal URLs with metadata previews
FolderVirtual folders for organizing documents

Virtual folders

Documents are organized in virtual folders. The folder tree is derived from each document's folderPath property — no actual directories exist on disk.

  • Click New folder to create a virtual folder.
  • Drag documents between folders to reorganize.
  • The root folder shows all documents.
  • Agent-created documents appear under agents/<slug>/tasks/<taskId>/.

Markdown notes

Notes are markdown documents with a TipTap editor and autosave. They are stored as Document.content in the database.

  1. 1Click New note in the Documents tab.
  2. 2Enter a name and start writing markdown.
  3. 3Changes autosave every 2 seconds.
  4. 4Use the toolbar for formatting: headings, bold, italic, lists, code blocks.

Version history

Every edit to a note creates a version. You can view, compare, and restore previous versions.

  1. 1Open a note and click Versions in the header.
  2. 2Browse the version timeline.
  3. 3Click any version to view its content.
  4. 4Click Restore to revert to that version.

Per-document sharing

Documents can be shared with specific team members or agents with fine-grained permission control.

  1. 1Open a document and click Share.
  2. 2Choose a member or agent.
  3. 3Select a role: Viewer, Editor, or Admin.
  4. 4Click Grant — the recipient gets immediate access.