Knowledge works like a file manager: organize files into folders, search and filter the list, review AI-generated summaries, and control who can access each item.
Folders
Click New Folder in the toolbar to create a folder in the current tab. Folders can be nested up to 5 levels deep, and breadcrumb navigation starting at Home shows where you are.
Who can do what:
- Organization admins can create folders in either Organization Data or Personal Data, and can move files by dragging them onto folders or breadcrumbs.
- Everyone else can create folders only in their Personal Data. If you need a file moved in Organization Data, ask an organization admin.
Search and filters
- The Search bar in the toolbar filters the current file list by name.
- The filter button adds an Uploaded by dropdown so you can narrow the list to files from a specific team member.
- Click a column header to sort. Long lists load 50 items at a time as you scroll.
File details and summaries
Click a file row to open the File Details drawer on the right. It shows:
- A preview of the file.
- Summary — an AI-generated summary, created when the file finished processing. Spreadsheets and CSVs get a data-oriented summary covering columns, row counts, and sample values.
- Properties — the file name, who uploaded it, and the upload date.
You can resize the drawer by dragging its edge.
File actions
Select one or more rows (or open the File Details drawer) to reveal action buttons. Each row also has a menu with the same actions. Availability depends on your role and access to the item:
| Action | Who can use it |
|---|
| Open / Open in Browser | Anyone with access |
| Download | Anyone with access |
| Share/Access | Organization admins with owner or editor access to the item |
| Rename | Organization admins with owner or editor access, one file at a time |
| Delete | In Organization Data: organization admins. In Personal Data: the item’s owner or an editor |
Sharing a file or folder
Select a single file or folder and click Share/Access to open the share dialog. From there you can:
- Switch between Private and Organization access. Switching to Private revokes access from your organization; switching to Organization grants it. Merciv asks you to confirm either change. If the item sits inside a folder, changing its access also removes it from that parent folder.
- Grant individual users access. The Users with access list shows who can see the item. Add people with read or edit access, change their level, or revoke access.
Deleting and the Archived tab
Deleting asks for confirmation first. Deleting a folder also deletes everything inside it — Merciv warns you before proceeding.
Deleted items aren’t destroyed immediately. They move to the Archived tab with a red Archived badge showing who deleted them and when.
There is no self-service restore for archived items. If you deleted something by mistake, contact your Merciv representative.
