> For the complete documentation index, see [llms.txt](https://docs.ninox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ninox.com/user-hub/ninox-basics/documents.md).

# Documents

The Documents screen is where you manage files stored in the current workspace.

The **Documents** screen shows files stored in your current workspace. Use it to upload, organize, search, and manage documents from one place.

Files uploaded to a record also appear here. You can review file details, open linked records, download documents, and move files to folders or **Trash**.

<figure><img src="https://2148310202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBmcFtwhLmWInCVTaddAT%2Fuploads%2FpyGASJCaBbfVRxTiACEJ%2FDocuments%20screen.png?alt=media&amp;token=2650b6c7-65fd-49c1-b5a3-b374399eedd4" alt=""><figcaption></figcaption></figure>

#### How the Documents screen and record files work together

Files often enter the workspace through a record. For example, you might upload a file directly in the form view. That file is then stored in the workspace and also appears on the **Documents** screen.

When you open a record and select the **Files** tab, you only see the files attached to that specific record. This helps you review the files for one record, while the **Documents** screen gives you the full workspace-wide list.

The **Documents** screen shows all files uploaded anywhere in apps of the current workspace. This includes files added directly on the **Documents** screen and files attached to records.

#### Upload files

Upload files directly to the workspace.

{% stepper %}
{% step %}
**Upload files**

Click **+ Upload** to add files to the workspace.
{% endstep %}
{% endstepper %}

#### Manage folders

Create folders to organize workspace documents.

{% stepper %}
{% step %}
**Create a folder**

Click the plus **+** next to **Folders**.
{% endstep %}

{% step %}
**Manage a folder**

Open a folder's <i class="fa-ellipsis-vertical">:ellipsis-vertical:</i> three dots menu to manage it. Select <i class="fa-pen">:pen:</i> **Rename** to give the folder a new name. Select <i class="fa-trash-can">:trash-can:</i> **Move folder to Trash** to remove a folder you no longer need.
{% endstep %}
{% endstepper %}

#### Manage files

Manage individual documents or apply actions to several documents at once.

{% stepper %}
{% step %}
**Download a document**

Move the cursor over a document, then click <i class="fa-download">:download:</i>.
{% endstep %}

{% step %}
**Manage one document**

Open a document's <i class="fa-ellipsis-vertical">:ellipsis-vertical:</i> three dots menu. You can rename it, move it to a different folder, or move it to **Trash**.
{% endstep %}

{% step %}
**Manage several documents**

Select one or more documents. Use the bulk actions in the top bar to move, download, or delete them. Deleted documents move to **Trash**.
{% endstep %}
{% endstepper %}

#### View linked records

Use the **Linked to** column to see which records use a document.

{% stepper %}
{% step %}
**Open linked records**

The **Linked to** column shows how many records use a document. Click the label, such as **1 record** or **2 records**, to open the **Linked records** dialog.
{% endstep %}

{% step %}
**Open a linked record**

Each tile shows the app, table, and linked record. Click a record title to open its form view in the relevant table. This takes you away from the **Documents** screen.
{% endstep %}
{% endstepper %}

#### Link a document to records

Use the **Linked records** dialog to attach one document to multiple records.

{% stepper %}
{% step %}
**Open the linking dialog**

In the **Linked records** dialog, click **+ Link records**.
{% endstep %}

{% step %}
**Choose records**

Choose a table. Use the search field to find records. Select each record that you want to link.
{% endstep %}

{% step %}
**Link the records**

Click **Link record** to link the document with the selected records.
{% endstep %}
{% endstepper %}

#### Manage deleted documents

Use **Trash** to recover or permanently remove deleted documents.

Click <i class="fa-trash-can">:trash-can:</i> **Trash** in the bottom left. Search for a document, then restore it to the main list or delete it permanently.

{% hint style="info" %}
Switch between **List** and **Grid** views. Grid view shows larger document tiles with previews.
{% endhint %}


---

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