> ## Documentation Index > Fetch the complete documentation index at: https://docs.quiva.ai/llms.txt > Use this file to discover all available pages before exploring further. # File Management > Folders, uploads, contact linking, sharing and document approvals inside a Space's Files & Folders panel # File Management Every Space has a **Files & Folders** panel — the folder tree for that Space, starting at its root. You create folders inside it, upload into them, and open any folder to work inside it directly. See [Spaces Overview](/spaces/spaces) for how panels work in general. This page covers what the Files & Folders panel does and what opening a folder gives you. ## Opening a folder A folder is not just storage. Opening one — including the Space's own root — puts you on the same panel row a Space has at the top level, now scoped to that folder: A dashboard of this folder: counts and quick actions for its files, tasks, records, chats and meetings. The files and subfolders inside this folder. Tasks filed under this folder. Records scoped to this folder. Omitted in the Escalations space, which has no Records panel. Chat sessions started from this folder. Meetings indexed into this folder. **Overview** is what you land on. Each of its five cards — Files & Folders, Tasks, Records, Meetings, Chats — shows a headline count, a short breakdown (file size, task status pills, a per-record-set tally), and the section's own quick action (upload, add a task, add a record, start a meeting, start a chat). Clicking a card's body switches to that panel; the action button skips straight to doing the thing. ## Uploading Inside Files & Folders, the **Add files** menu (the `⋮` button) offers: * **Upload files** — the normal file picker. * **Write a file** — opens a rich-text editor in a modal. Name the file (an extension you type is kept; otherwise it's saved as Markdown) and it's written straight into the current folder — no local file to create first. You can also drag files onto the panel from anywhere — dropping them uploads into whichever folder you're currently viewing. A **New folder** button next to Add files creates a subfolder. Some account roles can view a Space's files but not add, upload or delete them. If you don't see Add files or New folder, that's why. ## The folder card Every folder — including the root — shows a card at the top of the panel: its name, a description you can edit in place, who created it and when, and its total size (recursive, including subfolders). Click the chevron to collapse it down to a single line when you want more room for the list below. ## Files, tasks and contacts Folders inside a Space come in two kinds. Most are **plain folders** — created by hand, named whatever you like, nested however suits the work. Organising these is entirely up to you. A **contact folder** is different. It exists because a person is linked to the Space — a customer, a candidate, whatever the Space calls one — and its underlying key is generated by QuivaWorks from that person's identity (their email address, typically) the first time they're linked to a task or record. You never name or arrange it yourself. That key is what ties everything about the contact together: every task filed against them, every file in their folder, every record, chat and meeting scoped to them share it. Open their folder and its Overview shows all of it in one place. How a task gets linked to a contact, and what happens when the link can't be made. A contact folder's card looks different from a plain one: it shows the person's name, their contact details, and their task progress instead of a description. ### Adding a contact from Files & Folders A folder-level button — labelled with whatever the Space calls one (for example "Client" or "Contact") — opens a menu with: * **Create \[label]** — a form to add one by hand. * **Create \[parent label]** — when the Space groups contacts under something else (for example "Organisation"), this creates one of those instead. * **Import \[label]** — an assistant-guided import instead of a manual form. ("\[label]" stands for whatever the Space calls a contact — "Client", "Candidate", and so on.) Creating one opens straight into their new folder. ## Bringing files in from elsewhere Two more entries in Add files: * **Select** — browse any Space you can reach and copy a file, or a whole folder, into the one you're viewing. Each file is copied server-side; nothing downloads through your browser. * **Generate document** — pick a document template, fill it in, and the result is written straight into the current folder. ## Sharing a file or folder On Spaces that support it, a file or folder's context menu offers **Share**: pick a user and give them access. * A **folder** is always shared read-only. * A **file** can also grant delete, on top of the read access every share includes. ## Approvals and signing On the same Spaces, a file's context menu can also offer: * **Assign Approval** — ask someone (a teammate, or an external person by email) to approve the file. A file can have more than one approval outstanding at once. * **View Approvals** — once a file has at least one approval, review its status and any feedback left on approval or rejection. * **Review & sign** — shown only on documents the system has marked as signable. Opens a signing flow: some documents route you to a dedicated signing session; others use a simple in-app approve-or-decline. This is the same requirement a [task action](/spaces/task-actions#document) can put on a document — "requires signature" or "requires approval" — reached instead from the file itself rather than from a task's checklist. ## Where to go next How a task's Folder field picks a contact, and everything else a task carries. The Document action kind: reading, signing and approving files from a task's checklist. Due dates, the Schedule view, and recurring actions. The panel model this page builds on.