How to open the Files page

1. Sidebar — Under Library, click Files (library icon). That opens the Files page for the active Project.

2. Hover or expand — Under Library, you’ll also see Labels. With Advanced user mode on, Collections appears there too.

3. Project home — On the Project homepage, click the Library card to jump straight to Files. Expand the chevron on the card for a short description and recent file previews.

The top bar breadcrumb uses Files when you are on the main Library list.

To access the Files page:

1. Look at the sidebar on the left side of the screen.

2. Click on Library

3. The Files page opens, showing all files in your current project.

The Files page displays all files uploaded to your project. This gives you a project-wide view of all your content.

Overview

The Library is your Project’s knowledge base in Chief. Everything in it belongs to the active Project: when you switch Projects, you see a different Library.

The Library helps you:

• Upload and connect content — Documents, data, URLs, and content from integrations.

• Ground your chats — Add files to a chat’s scope so answers use the right sources.

In the product, Files is the Library: the Files page is where you browse and manage everything in the Project Library.

Files page layout

The Files page has three main areas: the header, the search/filter/action row, and the file list itself.

Header and actions

At the top of the page, you’ll see:

• Library title — Confirms you are viewing the Project’s Files page.

• Chat with X files button — Opens a new chat with the Project’s selected files in scope.

• Learn more link — Opens the product help link for files.

Search, filters, and page controls

Below the header, you’ll find:

• Search bar — Search the file list.

• Filter button — Open the filter picker to narrow the list.

• Upload section — Upload content into your Project

  • For step-by-step upload instructions, drag-and-drop, pasted content, URLs, and integrations, see Uploading Files

• Sort by control — Switch between Newest, Oldest, A–Z, and Z–A style sorting.

• View controls — Toggle between row view and card view on desktop.

• Preview visibility — Show or hide file previews where supported.

When you select multiple files, the page can also show bulk actions such as:

• Chat with selected

• Visualize selected

• Add or change labels

• Copy to project

• Move to project

• Delete

Which bulk actions you see depends on your role and the state of the selected files.

File cards

Files are displayed as cards (or rows, depending on your view preference). Each card shows:

• File icon — Visual indicator of file type (PDF, Word, Excel, image, etc.)

• File name — The original filename

• Labels — Any labels assigned to the file

• Concepts count — Number of concepts Storytell extracted from the file

• Expert Lens badge — If available, shows how many expert questions are suggested

• Status indicator — Processing status (ready, processing, error)

• Actions menu — Options to chat, visualize, rename, delete, and more

File cards and rows

Files are shown either as cards or as rows.

• Card view — Better for visual scanning and previews.

• Row view — More compact and better when you want to scan many filenames quickly.

You can also toggle preview visibility so cards show or hide inline previews where supported.

Each card can include:

• File icon — Visual indicator of file type.

• File name — The display name or original filename.

• Status — Whether the file is uploading, processing, ready, or has an error.

• Description / secondary text — When available.

• Quick actions — Actions such as Chat, Visualize, and the ⋯ menu.

In card view, some file types also show a preview when preview visibility is on.

Open a file and view details

Each file card displays key information about the file at a glance. To view a file:

1. Click anywhere on the file card or row (outside the action buttons).

2. The file opens in the detail view.

Every file card shows:

• File icon — Color-coded icon indicating file type (PDF, Word, Excel, image, video, etc.)

• File name — The original filename from upload

• File type indicator — Visual or text indicator of the file format

The file icon and color help you quickly identify file types when scanning through many files.

Labels

If a file has labels assigned, they appear as small pills on the card. Labels help you categorize and organize files. Click a label to filter the Files page to show only files with that label.

Concepts

The card shows a concepts count — the number of semantic concepts Storytell extracted from the file. Concepts are key topics, entities, and ideas Storytell identified in the content. A higher concept count often indicates richer, more detailed content.

Click the concepts indicator (if available) to see the Concept Graph view for that file.

Expert Lens

If Expert Lens suggestions are available for a file, you'll see an Expert Lens badge on the card (e.g., "See what 5 experts would ask about this File"). This shows how many expert-style questions Storytell has generated for that file.

Click the badge to see the suggested questions, then click a question to start a chat with that prompt.

Actions you can take on files

From the Files page, you can do several things without leaving the file list.

Chat with one file

Hover a file and click Chat to start a new chat scoped to that file.

Chat with all files

Click Chat with X files at the top of the page to start a new chat with the Project’s files in scope.

Rename a file

If the file is ready and you have permission, use the rename action (for example the pencil icon or the ⋯ menu).

Move or copy to another Project

Use Copy to project or Move to project when those actions are available. This is useful when content belongs in a different Project without re-uploading it from scratch.

Delete a file

Use the delete action from the file entry or from bulk selection when you need to remove files from the Project.

Searching files

Use the search bar at the top of the Files page to find files quickly.

To search:

1. Click the search bar.

2. Type your search term.

3. The file list updates to show matching results.

Search is useful when you know part of a filename and want to jump to it quickly.

Filtering files using labels

Use label filters to show only files that have specific labels assigned.

To add a label filter:

1. Click the Filter button (plus icon) next to the search bar.

2. In the label picker that opens, search for or scroll to find the label you want.

3. Click the label to add it as a filter.

4. The file list updates to show only files with that label.

Filter operators:

When you add multiple label filters, you can control how they combine:

• Include all — Shows files that have ALL selected labels (AND logic)

• Include any — Shows files that have ANY of the selected labels (OR logic)

• Exclude if all — Hides files that have ALL selected labels

• Exclude if any of — Hides files that have ANY of the selected labels

Click the operator button (shows "include all" or "include any") to switch between AND and OR logic.

To remove filters:

• Click the X on a filter pill to remove that specific filter

• Click Clear to remove all filters at once