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Workspace is the worker’s private file area. Use it for files the worker needs while doing day-to-day work, such as inputs, drafts, exports, notes, and temporary reference material. Workspace supports common document, text, data, and image files. Upload limits are enforced by file type, file count, and file size.

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What you can do

ActionWhat it does
Upload filesAdds files to the current folder. You can upload manually or drag and drop.
Create folderAdds a folder for organizing files.
RefreshReloads the current folder.
PreviewOpens supported files, including text, PDF, and DOCX files.
DownloadDownloads a selected file.
Copy pathCopies the workspace path for a file or folder.
RenameChanges the name of a file or folder.
MoveMoves files or folders between workspace folders.
DeleteRemoves a selected file or folder after confirmation.
Clear workspaceRemoves workspace contents after confirmation.

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When to use Workspace

Use Workspace for operational files tied to this worker’s current work. Good examples:
  • A spreadsheet to review
  • A PDF to summarize
  • A draft report
  • A folder of exported files
  • Temporary notes for an active matter or project

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Workspace vs. knowledge bases

Workspace files are useful working files. They are not the best place for reusable, governed knowledge. Use Document Stores or knowledge bases for material that should be searchable, reusable, and managed across the organization.
Clearing or deleting workspace files is destructive. Download anything important before removing it.