Document Collections
Collections organize your documents into groups that you can manage independently. Every user gets a default "General" collection automatically, and you can create additional collections for different projects or topics.
Personal collections
Personal collections are created by you and visible only to you. You can:
- Create new collections with a custom name
- Customize with a color and icon
- Rename collections at any time
- Delete collections — documents inside are moved to your default collection
Your default collection cannot be deleted or renamed. It acts as a catch-all for documents that aren't assigned elsewhere.
Organization collections
Organization collections are created by admins and readable by all members of the organization. Only admins can upload to or modify organization collections.
Deleting an organization collection cascades — all documents in the collection are permanently removed.
Research scope
Each collection has an Include in research toggle. This controls whether agents can see and search the collection's documents:
- On — Documents appear in search results and can be cited in responses
- Off — Documents are stored but invisible to agents
This is useful for archiving documents you want to keep but don't need agents referencing — old reports, superseded policies, or reference material you've finished with.
New collections are created with research enabled by default.
Moving documents
Documents can be moved between your personal collections. The search index updates automatically — no reprocessing is needed. You cannot move documents between personal and organization collections.
Collection metadata
Each collection tracks aggregate statistics:
- Document count — Total files in the collection
- Total chunks — Sum of all chunks across documents
- Total size — Combined file size in bytes
- Keywords — Aggregated from all document synopses
These stats update automatically as documents are added, processed, or removed.
Related pages
- Uploading Documents — How to add files to a collection
- Document Search Pipeline — How agents find content across collections