> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utari.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Files and Folder Tool
> Learn how to use the files and folder tool to create, organize, and manage content within your Utari workspace with AI assistance.
## Overview
The files and folder tool enables your workers to create, organize, and manage files directly within Utari. This powerful capability allows your workers to generate content, save it in organized folder structures, and provide you with easy access to download, copy, or export your files.
## Tool Capabilities
The files and folder tool provides six core capabilities for comprehensive file management:
Generate new files with AI-created content
Access and review existing file contents
Modify and update file contents
Completely regenerate file content with new instructions
Substitute existing files with new versions
Remove files and folders when no longer needed
## Enabling the Files and Folder Tool
Select your worker and click on the **Tools** tab.
Scroll through the available tools to find **Files and Folder**.
Check the box next to Files and Folder to activate it.
By default, all six capabilities (create, delete, edit, read, rewrite, replace) are enabled. You can customize which capabilities to enable based on your needs.
Your changes are automatically saved. The worker can now create and manage files.
The files and folder tool is essential for workers that need to generate deliverable content like documents, reports, summaries, or any structured output.
## Creating Files with Folders
### Basic File Creation
Open a conversation with a worker that has the files and folder tool enabled.
Ask your worker to create a file with specific content. Include instructions to organize it in a folder:
```
Please create a file on mastering VSLs. Include a summary and place the file into a folder called "VSL Mastery".
```
The AI worker will:
* Interpret your instructions
* Generate the requested content
* Create the folder structure
* Save the file in the specified location
Navigate to the **Tasks** folder in your workspace to locate the newly created content.
### Example Request Patterns
```text Organized Content Creation theme={null}
Create a marketing plan document and save it in a folder called "Q4 Campaign Planning".
```
```text Multiple Files theme={null}
Generate three blog post drafts on AI trends and organize them in a "Blog Content" folder.
```
```text Structured Documentation theme={null}
Write a technical specification document and place it in the "Product Docs/Specifications" folder.
```
```text Template Creation theme={null}
Create a client proposal template and save it in the "Templates/Sales" folder.
```
## Accessing and Managing Files
Once files are created, you have multiple options for working with them:
Click on the **Tasks** folder in your Utari workspace to view all files created by workers.
Find and open the specific folder containing your file (e.g., "VSL Mastery").
Click on your file to reveal available actions:
* **Copy**: Copy content to clipboard
* **Download**: Save file to your computer
* **Export as PDF**: Generate a PDF version
* **Edit**: Modify the file content
* **Delete**: Remove the file
Files created by your workers are stored in your Utari workspace and remain accessible across sessions until you delete them.
## File Management Operations
### Reading Files
Ask your worker to read and reference existing files:
```text theme={null}
Read the VSL Mastery file in the VSL Mastery folder and summarize the key points.
```
### Editing Files
Request modifications to existing files:
```text theme={null}
Edit the marketing plan in the Q4 Campaign folder and add a section on social media strategy.
```
### Rewriting Files
Completely regenerate file content:
```text theme={null}
Rewrite the blog post draft with a more casual, conversational tone.
```
### Replacing Files
Substitute files with new versions:
```text theme={null}
Replace the old proposal template with a new version that includes our updated pricing.
```
### Deleting Files
Remove unwanted files or folders:
```text theme={null}
Delete the draft files in the Archive folder.
```
## Organizing with Folder Structures
Create logical folder hierarchies to keep your workspace organized:
### Example Folder Structures
```
Content/
├── Blog Posts/
│ ├── Drafts/
│ ├── Published/
│ └── Templates/
├── Social Media/
│ ├── LinkedIn/
│ ├── Twitter/
│ └── Instagram/
└── Email Campaigns/
├── Newsletters/
└── Promotional/
```
```
Projects/
├── Client A/
│ ├── Proposals/
│ ├── Deliverables/
│ └── Reports/
├── Client B/
│ ├── Research/
│ └── Strategy/
└── Internal/
├── Planning/
└── Review/
```
```
Sales/
├── Proposals/
│ ├── Templates/
│ └── Active/
├── Presentations/
├── Case Studies/
└── Collateral/
├── One-Pagers/
└── Brochures/
```
```
Knowledge Base/
├── SOPs/
│ ├── Marketing/
│ ├── Sales/
│ └── Operations/
├── Training Materials/
└── Reference Docs/
```
## Advanced Usage Patterns
### Batch File Creation
Create multiple related files in one request:
```text theme={null}
Create five social media post drafts about AI automation and organize them in a "Social Content/Week 1" folder.
```
### Dynamic Content Generation
Generate files based on research or analysis:
```text theme={null}
Research the top 3 trends in digital marketing, then create individual summary documents for each trend in a "Market Research/2024" folder.
```
### Template-Based Creation
Use knowledge base templates for consistent output:
```text theme={null}
Using our blog post template from the knowledge base, create an article about productivity tools and save it in "Blog Drafts".
```
### Cross-Folder Operations
Work with files across multiple folders:
```text theme={null}
Read the brand guidelines from the "Resources" folder and create a social media style guide in the "Marketing/Guidelines" folder.
```
## Best Practices
Name folders and files clearly to make them easy to find and understand at a glance.
Organize folders by project, client, content type, or date to maintain a clean structure.
Always tell your worker where to save files to maintain organization from the start.
Periodically delete outdated drafts and archived content to keep your workspace manageable.
Save different versions with clear naming (e.g., "Proposal\_v1", "Proposal\_v2") when iterating.
Download or export critical files to your local system for backup and external use.
## Export and Download Options
### Copy to Clipboard
Perfect for quick content transfer:
* Click the file
* Select **Copy**
* Paste into any application
### Download File
Save the original file format:
* Click the file
* Select **Download**
* File saves to your downloads folder
### Export as PDF
Create professional, shareable documents:
* Click the file
* Select **Export as PDF**
* PDF generates with formatting preserved
PDF exports are ideal for sharing with clients, stakeholders, or team members who don't have Utari access.
## Integration with Other Tools
The files and folder tool works seamlessly with other Utari capabilities:
Create files based on SOPs and guidelines from your knowledge base for consistent output.
Research topics online, then generate organized files with the findings.
Save document creator outputs directly into organized folder structures.
Create files for each completed task in an organized project folder.
## Common Use Cases
### Content Production Workflow
```
Research trending topics in our industry and create a research summary in "Research/Q4-2024".
```
```
Based on the research summary, create 5 blog post outlines in "Content/Outlines".
```
```
Write full drafts for each outline and save them in "Content/Drafts".
```
```
Edit the approved draft and move the final version to "Content/Published".
```
### Client Project Management
```
Create a project proposal for Client XYZ and save it in "Clients/XYZ/Proposals".
```
```
Develop a strategy document and organize it in "Clients/XYZ/Strategy".
```
```
Generate campaign materials and save them in "Clients/XYZ/Deliverables".
```
```
Create a progress report and file it in "Clients/XYZ/Reports".
```
### Knowledge Base Building
```text theme={null}
Create comprehensive documentation for our onboarding process and organize it in "Knowledge Base/Onboarding/New Employees".
```
## Troubleshooting
Verify that:
* The files and folder tool is enabled
* You specified a folder name in your request
* You're looking in the correct folder location
* The worker completed the file creation successfully
Check:
* You're logged into the correct Utari account
* Your workspace view is showing the files section
* Try refreshing your browser
* Navigate to your dashboard and look for the workspace files area
Try:
* Checking browser permissions for downloads
* Disabling popup blockers temporarily
* Using a different browser
* Ensuring the file completed generation before attempting download
Consider:
* Providing more detailed instructions in your prompt
* Referencing knowledge base documents for guidance
* Asking the worker to rewrite the file with clearer requirements
* Breaking complex content into multiple smaller files
Best practices:
* Always specify folder paths in your requests
* Create a folder naming convention and stick to it
* Regularly clean up and reorganize outdated content
* Use nested folders for complex project structures
## Tips for Effective File Management
### Clear File Requests
❌ **Vague Request:**
```text theme={null}
Create a document about marketing.
```
✅ **Specific Request:**
```text theme={null}
Create a comprehensive marketing strategy document covering Q4 goals, target audiences, and channel recommendations. Save it in "Marketing/Strategy/Q4-2024".
```
### Maintaining Organization
❌ **Poor Organization:**
```text theme={null}
Create some blog posts.
```
✅ **Well-Organized:**
```text theme={null}
Create three blog posts about AI automation (beginner, intermediate, advanced) and save them in "Blog Content/Series/AI Automation/Drafts".
```
### Version Management
❌ **No Version Control:**
```text theme={null}
Rewrite the proposal.
```
✅ **With Version Control:**
```text theme={null}
Create an updated version of the proposal in "Clients/ABC/Proposals" and name it "Proposal_v3_Final.md".
```
## Summary
You've successfully learned how to:
Enable and configure the files and folder tool
Create files with AI-generated content in organized folders
Access, download, and export files in multiple formats
Perform file operations like editing, rewriting, and deleting
Organize content with logical folder structures
Integrate file management with other Utari tools
The files and folder tool transforms Utari into a comprehensive content management system, allowing you to generate, organize, and manage all your AI-created content in one centralized workspace.
## Next Steps
Learn about creating formatted documents
Combine files with task-based workflows
Use SOPs to guide file content creation
Automatically generate files on a schedule