Workspaces
Split your library into separate workspaces so matters, clients, or projects stay organized—still entirely on your machine.
Default Workspace & named workspaces
By default you work in the Default Workspace, which holds documents that are not tied to a specific workspace. You can add named workspaces (for example a client or case) to keep document sets and conversations scoped. Only the workspace you have selected is active in the sidebars: document lists and threads respect that choice.
For how uploads and the document list work, see Adding & managing documents.
Switching and creating workspaces
At the top of the Conversations sidebar, open the workspace control (it shows the current name, for example Default Workspace or your workspace title). From the menu you can:
- Switch between Default Workspace and any workspace you created.
- Choose Create Workspace, enter a name, and confirm to add a new workspace. The app switches to it when creation succeeds.
- Use the trash control next to a workspace name in the list to remove that workspace (see below).
Moving and copying documents between workspaces
Drag a document from the documents sidebar into a workspace target in the Conversations sidebar.
Drop normally to move it. Hold Ctrl or Alt while dropping to copy it instead.
In each document's menu, Delete in [workspace] removes the file from that workspace. If you remove the last copy from Default Workspace, the document is deleted from your local vault.
Deleting a workspace
Deleting a workspace from the menu removes that workspace from the app. Confirm you no longer need that grouping before you delete; keep backups of important files outside the app if required by your practice.
Document selection, source chips, and the in-app document viewer work the same within whichever workspace is active. See Chatting & citations.