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

# Files: upload, preview & edit

> Store any file in a team, preview it inline, and edit text-based files in the browser.

Files live under a team's **Content**, alongside [Documents](/content/documents). Upload anything your finance work touches — a vendor PDF, an exported workbook, a CSV, a logo — then preview it inline, edit text-based files in place, and make it searchable for agents.

## Uploading files

Open the **Files** surface for a team and add files in one of two ways.

<Steps>
  <Step title="Open Files">
    Go to the team's **Content** and choose **Files**.
  </Step>

  <Step title="Upload">
    Click **Upload**, or drag files straight onto the list. A progress indicator shows each upload.
  </Step>

  <Step title="Confirm">
    New files land in the current folder. Click a file to open its detail view.
  </Step>
</Steps>

<Note>
  Uploads are limited to **10MB per file** and **25 files per upload** — sized to stay within the NetSuite File Cabinet. Larger files are rejected.
</Note>

## Organizing with folders

Documents and Files share the same folder tree per team, filtered by kind, so a folder may appear in Files but not Documents depending on what it holds.

* **New folder** — create a folder and name it.
* **Move** — drag a file onto a folder, or use **Move** from its menu and pick a **Destination folder** (or **Top level**). Multi-select with checkboxes to move several at once.
* **Navigate** — click a folder to open it; breadcrumbs update.
* **Rename / Delete** — from the folder's menu.

<Warning>
  A folder can't be deleted while it still contains files or sub-folders — the app blocks it with a "folder isn't empty" message. Empty it first.
</Warning>

### Finding files

Use the search box, switch between **List view** and **Grid view**, and sort by **Name**, **Size**, or **Created**.

## Previewing files

Open a file to see its detail view. Supported types render inline; everything else shows a download card.

<Tabs>
  <Tab title="Previews inline">
    * **Images** — rendered directly.
    * **PDFs** — paged preview.
    * **Text & code** — shown with formatting.
    * **Markdown** — rendered.
    * **HTML** — shown in a sandboxed preview. A file flagged as a **live dashboard** gets a **Reload** button that re-runs its data through Erstan.
    * **Spreadsheets / workbooks** — tabular preview.
  </Tab>

  <Tab title="Download only">
    Office documents like **Word (.docx)**, plus archives and audio/video, are **not** previewed inline. These open a download prompt instead.
  </Tab>
</Tabs>

<Info>
  There is no separate OCR or extraction screen here. To let an agent read a file's contents, turn on [Agent knowledge](/content/agent-knowledge) — the file is embedded so agents can search it.
</Info>

## Editing a text-based file

You can edit text-like files in the browser without re-uploading.

<Steps>
  <Step title="Open the file">
    Open an editable file and choose **Edit** from its menu (⋯).
  </Step>

  <Step title="Make changes">
    The file opens in an in-app code editor dialog.
  </Step>

  <Step title="Save">
    Save to write your changes back to the file.
  </Step>
</Steps>

<Note>
  Only text-like files can be edited in place. Binary and Office files show "This file type cannot be edited" — download, change, and re-upload them instead.
</Note>

## File actions

Every file's ⋯ menu (on the list row or the detail header) offers:

| Action               | What it does                                                                          |
| -------------------- | ------------------------------------------------------------------------------------- |
| **Download**         | Save the file to your device.                                                         |
| **Edit**             | Open a text-like file in the in-app editor.                                           |
| **Move**             | Move the file to another folder or the top level.                                     |
| **Pin** / **Unpin**  | Keep the file at the top for quick access.                                            |
| **Copy link**        | Copy a team-scoped link (`/teams/<team>/…`) to the file.                              |
| **Agent knowledge…** | Make the file searchable for agents. See [Agent knowledge](/content/agent-knowledge). |
| **Properties**       | View metadata — name, size, type, and location.                                       |
| **Delete**           | Remove the file (confirmation required).                                              |

## Ask AI about a file

Each file has its own **File Chat** sidebar — the "Ask about this file…" panel — where you can ask an agent to read, summarize, or modify the file.

<Warning>
  Agent **writes** (create, update, or delete) require your approval by default. You can turn on **Auto-approve writes** for a chat thread to skip the prompt, but use it carefully — actions then run without a confirmation step. See [Approving and rejecting AI actions](/chat/approvals).
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Agent knowledge" icon="brain" href="/content/agent-knowledge">
    Make files searchable so agents can use them as context.
  </Card>

  <Card title="Documents and the editor" icon="file-text" href="/content/documents">
    Create rich, block-based documents agents can read and write.
  </Card>

  <Card title="Managing a team" icon="users" href="/teams/managing">
    Organize people, content, and folders inside a team.
  </Card>

  <Card title="Approving AI actions" icon="shield-check" href="/chat/approvals">
    Stay in control of every write an agent makes.
  </Card>
</CardGroup>