Manage your files

Overview

Managing files helps you keep your Project Library reliable as it grows. In Chief, you can update file names, remove outdated files, or transfer files between Projects without re-uploading everything.

This allows you to:

• Keep names clear for search and chat scope

• Remove incorrect or outdated files

• Reuse files across Projects by copying

• Reorganize ownership between Projects by moving

Most file management actions start from Library → Files and are available from file cards, row actions, or bulk selection tools.

Where file actions live

You can manage files from two places:

1. Files list (card/row) — Hover or open the ⋯ menu on a file.
   

   

2. File detail view — Click a file first, then use actions in the detail panel.
   

   

For multi-file operations, use selection checkboxes in the Files list, then run bulk actions like Copy to Project, Move to Project, or Delete.

Rename a file

Use rename when a file title is unclear, inconsistent, or no longer accurate.

1. Go to Sidebar → Library → Files.

2. Find the file you want to rename.

3. Open the file actions (for example ⋯) or use the rename icon where shown. or Click the file to open detail view.

4. Click Rename.

5. In Rename File, update the Display name field.

6. Click Save.

This updates the file’s display name without re-uploading the file.

Delete a file

Use delete when a file should no longer exist in the Project Library.

Delete one file

1. Go to Sidebar → Library → Files.

2. Find the file.

3. Open file actions (⋯) and click Delete.

4. Confirm in the delete dialog.

Delete multiple files

1. Go to Sidebar → Library → Files.

2. Select multiple files using the checkboxes.

3. Click Delete in the bulk action bar.

4. Confirm deletion.

Copy files to another Project

Copy duplicates files to a destination Project and keeps the originals in the current Project.

1. Go to Sidebar → Library → Files.

2. Select one or more files.

3. Click Copy to Project.

4. In Copy File(s) to Another Project, choose the destination Project.

5. Optional: toggle label transfer if shown (this means you also copy labels).

6. Confirm copy.

After success, Chief can prompt you to switch to the destination Project to review copied files.

Move files to another Project

Move transfers files to a destination Project and removes them from the current Project.

1. Go to Sidebar → Library → Files.

2. Select one or more files.

3. Click Move to Project.

4. In Move File(s) to Another Project, select the destination Project.

5. Optional: toggle label transfer if shown (for example Also move labels).

6. Confirm move.

After success, Chief can offer to switch you to the destination Project.

Bulk actions workflow

When you select multiple files, a bulk action bar can appear with actions such as:

• Chat with selected

• Visualize selected

• Add or change labels

• Copy to Project

• Move to Project

• Delete

To use it:

1. Select files with checkboxes.

2. Click the action you want.

3. Confirm in the modal (if required).

🚀 Pro-Tip: Use search and sort first, then bulk-select. This reduces mistakes when handling large file sets.

Troubleshooting

If you are experiencing issues such as missing actions, failed copies, or move errors:

• Confirm you are in the correct Project.

• Refresh the Files page and try again.

• Verify your role includes update/delete permissions.

• For copy/move, confirm you have access to the destination Project.

• Retry with fewer files to isolate file-specific errors.

If it still fails, contact support via live chat with:

• Project name (source and destination, if applicable)

• File names or IDs (if available)

• Action attempted (rename, delete, copy, move)

• Approximate time of failure

FAQ