ISMS Copilot
Workspaces

Use the Document Library to manage files

The Document Library gives you a single view of all documents generated across conversations and workspaces. Use it to filter, preview, download, rename, or delete files.

The Document Library shows only generated documents (policies, procedures, reports). Uploaded source files are accessed within individual chat conversations.

Open the Document Library

Click Documents in the sidebar to open the library. The page displays all generated documents with their name, size, workspace, linked conversation, and timestamp.

Filter documents by workspace

Use tabs at the top to filter by workspace:

  • All — shows every generated document

  • General — documents not tied to a workspace

  • Workspace name — shows only documents from that workspace

Filter by file type

Click the format chips (PDF, DOCX, XLSX, MD) to show only those file types. Select multiple formats to see all matching documents.

Sort documents

Click Newest first or Oldest first in the header to change the sort order.

Use document actions

Each document row shows action icons:

  • Preview (eye icon) — opens the document in a side panel with options to copy content or download

  • Rename (pencil icon) — opens a dialog to change the document name

  • Download (download icon) — saves the file to your device

  • Delete (trash icon) — permanently removes the document (cannot be undone)

Click the conversation link (message icon) in a document row to jump to the chat thread where it was generated.

Generated vs. uploaded files

The Document Library lists only generated outputs. Uploaded files (PDFs, DOCX, XLS) you've shared for analysis remain in their original conversations and don't appear here. For workspace-specific generated files, see Manage generated files in workspace view.

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