> ## Documentation Index
> Fetch the complete documentation index at: https://docs.praxis-ai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizing Files into Collections

> Group related files into Collections for cleaner organization and easier sharing.

Collections are named groups of files — folders, essentially. They live inside a vault, nest as deeply as you want, and exist for one reason: to keep your vault organized so you can find things quickly. Your Digital Twin still searches across **every** included file regardless of folder, so a Collection's job is purely human-facing.

<Info>
  Use Collections to mirror how **you** think about the content — by topic, course, project, client, or release. A clean vault is a vault you'll actually trust.
</Info>

***

## Creating a Collection

<Steps>
  <Step title="Open the vault">
    Click **Files** on the chat input bar.
  </Step>

  <Step title="Click + New Collection">
    The button sits next to **+ Add** at the bottom of the file panel.

    <Frame caption="The + New Collection button in the IP Vault.">
      <img src="https://mintcdn.com/praxisai/ibcwyLwL5tldF2mQ/images/user-guide/files-documents/collection-new-button.webp?fit=max&auto=format&n=ibcwyLwL5tldF2mQ&q=85&s=8b2efcbed8d980c2d37ec94b881f21bf" alt="The IP Vault file panel with the + New Collection button highlighted next to + Add." width="1214" height="594" data-path="images/user-guide/files-documents/collection-new-button.webp" />
    </Frame>
  </Step>

  <Step title="Name it and pick an optional color">
    Color codes show up on the folder icon and on file-card breadcrumbs throughout the vault.

    <Frame caption="Naming a new Collection and choosing an optional color.">
      <img src="https://mintcdn.com/praxisai/ibcwyLwL5tldF2mQ/images/user-guide/files-documents/collection-name-color.webp?fit=max&auto=format&n=ibcwyLwL5tldF2mQ&q=85&s=86bdd4f01f569dc3196ef0dbe28bb78f" alt="The New Collection dialog with a name field and a color picker." width="930" height="574" data-path="images/user-guide/files-documents/collection-name-color.webp" />
    </Frame>
  </Step>

  <Step title="Click Create">
    The new Collection card appears alongside your files at the root of the active vault.
  </Step>
</Steps>

Click a Collection card to navigate **into** it. The breadcrumb at the top of the panel lets you climb back out one level at a time, or jump straight to the vault root.

***

## Adding files

You have three ways to put files into a Collection:

<CardGroup cols={3}>
  <Card title="Drag and drop" icon="hand-pointer">
    Drag any file card onto a Collection card to move it in. Drag from inside a Collection onto the breadcrumb to move it back out.
  </Card>

  <Card title="Multi-select drag" icon="square-check">
    Check the boxes on several file cards, then drag any one of them — the whole selection moves together.
  </Card>

  <Card title="Move to Collection" icon="arrow-right">
    From the file action menu (or the bulk-action toolbar), pick **Move to Collection** and select the target from a dropdown.
  </Card>
</CardGroup>

You can also **upload directly into a Collection** — open the Collection first, then click **+ Add**. New uploads land where you are, not at the vault root.

<Tip>
  Drop a file from your desktop **directly onto a Collection card** to upload straight into that folder. Same gesture, fewer clicks.
</Tip>

### Moving files between Collections

Just drag the file card from one Collection to another. To move several files at once, multi-select first.

***

## Renaming and deleting Collections

Click the **⋮ menu** on a Collection card for the management actions.

| Action                        | What happens                                                                                        |
| ----------------------------- | --------------------------------------------------------------------------------------------------- |
| **Rename**                    | Updates the Collection name everywhere it's referenced. Files inside are unaffected.                |
| **Recolor**                   | Updates the folder color.                                                                           |
| **New Sub-Collection**        | Creates a nested Collection inside this one.                                                        |
| **Include All / Exclude All** | Toggles every file in the Collection (and its sub-collections) in or out of retrieval in one click. |
| **Make All Public / Private** | Bulk access change for every file inside.                                                           |
| **Reprocess All**             | Re-runs processing on every file in the Collection — useful after an embedding-model change.        |
| **Download as ZIP**           | Archives the Collection and its sub-collections, preserving folder structure.                       |
| **Delete**                    | **Deletes the Collection and every file inside it**, recursively into sub-collections.              |

<Warning>
  Deleting a Collection deletes every file inside it (and inside its sub-collections). If you only want to remove the grouping, **move files out** (drag-drop or Move to Collection) or **download the ZIP** first, then delete.
</Warning>

***

## Nested Collections

Collections can contain other Collections — nesting is unbounded. Drag one Collection onto another to make it a sub-collection. The folder hierarchy shows up in file breadcrumbs everywhere:

```
Collection › Sub-collection › document.pdf
```

This is useful for top-down organization (`Courses › Fall 2026 › Biology 101 › Lecture Notes`) where each level adds context.

***

## Sharing Collections

If you're an **admin** in your institution, you can publish Collections to shared scopes:

| Scope                  | Visibility                                          |
| ---------------------- | --------------------------------------------------- |
| **Personal** (default) | Only you.                                           |
| **Instance**           | All users in your institution.                      |
| **Account**            | All users across every institution in your account. |

### Moving a Collection to a shared vault

From inside **My Files**, drag the Collection card onto the **Instance Files** or **Account Files** tab header. The Collection and **every file inside it** (including sub-collections) move to that scope in one operation.

Once published:

* Users on the target scope see the Collection in their **Instance Files** or **Account Files** tab.
* File-level access tiers (Public / Private / Confidential) still apply — moving a Confidential file to Instance does **not** let others open it; they see a "🔒 CONFIDENTIAL" marker instead of its details.

### Bringing a Collection back to Personal

Same gesture in reverse — drag the Collection from Instance or Account back onto the **My Files** tab. The Collection becomes personal again, visible only to you.

***

## Permissions on shared Collections

When a Collection lives in a shared vault, who can do what depends on your role:

| Role               | Add files           | Rename / Recolor | Move files in/out | Delete | View |
| ------------------ | ------------------- | ---------------- | ----------------- | ------ | ---- |
| **Instance admin** | Yes                 | Yes              | Yes               | Yes    | Yes  |
| **Account admin**  | Yes (Account scope) | Yes              | Yes               | Yes    | Yes  |
| **Standard user**  | No (unless granted) | No               | No                | No     | Yes  |

Standard users see shared Collections and the files inside them but can't restructure the shared knowledge base. This keeps the shared vault curated.

<Note>
  Need permission to manage a shared Collection? Ask your institution admin to grant you the appropriate role — Pria's permission model lives in your Instance Settings.
</Note>

***

## Using Collections in chat

Collections can do double duty: instead of letting your Digital Twin search the **entire** vault, you can **restrict retrieval to a single Collection** for focused answers.

This is useful when:

* You're working on a specific project and want answers grounded only in that project's files
* You have overlapping topics across Collections and want to disambiguate
* You're testing how a Collection's files behave in conversation

Open the chat sidebar's **Knowledge** controls to scope retrieval to a Collection. While the scope is active, every answer will be grounded in just that Collection's files.

<Tip>
  Pair a focused Collection with [Search Only mode](/mdx/user-guide/interface/knowledge-modes) to get the raw passages without an LLM rewrite — perfect for browsing a project's knowledge base directly.
</Tip>

***

## Organization tips

<CardGroup cols={2}>
  <Card title="One Collection per project" icon="briefcase">
    Resist the urge to over-nest. A project Collection with everything inside (sources, notes, deliverables) is easier to scope than three levels of folder hierarchy.
  </Card>

  <Card title="Archive old Collections" icon="box-archive">
    Use a top-level `Archive` Collection for finished work. The files stay searchable, but they don't clutter your current view.
  </Card>

  <Card title="Color-code by intent" icon="palette">
    Use folder colors consistently — e.g. blue for active, gray for archived, red for sensitive. Color carries through breadcrumbs and file cards.
  </Card>

  <Card title="Watch for orphans" icon="circle-question">
    Files at the vault root with no Collection are easy to lose track of. Run a quick sort by date occasionally and tuck recent uploads into the right Collection.
  </Card>

  <Card title="Use the Display filter" icon="filter">
    Combine Collection navigation with the **Display: Processing** or **Display: Error** filter to find files that need attention inside any Collection.
  </Card>

  <Card title="Don't fight the search" icon="search">
    Remember: your Digital Twin searches across every included file regardless of folder. You don't need Collections for retrieval to work — they're for **you**.
  </Card>
</CardGroup>

***

## Related

* [IP Vault](/mdx/user-guide/files-documents/ipvault) — vault overview, access tiers, and what each vault is for
* [Managing Files](/mdx/user-guide/files-documents/managing-files) — uploads, file actions, bulk operations
* [Searching Inside Your Files](/mdx/user-guide/files-documents/file-search) — content search and Collection-scoped queries
* [Knowledge Modes](/mdx/user-guide/interface/knowledge-modes) — how Pria uses your Collections at chat time
