Skip to main content

Navigating and Organizing Files

The Files area in Stax.ai CX is where your team keeps important documents in one place. It works like a familiar file explorer — folders, fi

Written by Andrew Flowers

Overview

The Files area in Stax.ai CX is where your team keeps important documents in one place. It works like a familiar file explorer — folders, files, double-click to open — so finding what you need doesn't mean learning a new system. This article covers getting to Files and keeping it organized: creating folders, renaming items, and putting documents where they belong.

A tidy file structure pays off daily. New team members find things faster, and everyone works from the latest version.

Navigating to Files

  1. In the left-side navigation menu, click Files. The main file browser opens, showing your folders and files.

  2. Double-click a folder to open it and view its contents.

  3. Keep clicking through folders to move deeper into your document structure.

Use Files as your starting point for uploads, organization, and collaboration — everything document-related begins here.

Creating and organizing folders

  1. Open Files from the left menu.

  2. Navigate to the location where the new folder belongs.

  3. Use the menu on the right to create a new folder.

  4. Give the folder a clear, consistent name. The folder appears in the list.

Tip: Building the same folder structure for every client? Don't do it by hand — set up a template so CX builds it for you.

Renaming folders and files

  1. Select the folder or file you want to rename.

  2. Use the folder and file options in the right-side menu to rename it.

  3. Confirm the new name appears in the list.

Uploading files into the right place

  1. Double-click to open the folder where the file belongs.

  2. Drag and drop files into the folder window, or click the upload button in the top-right area and choose your files.

  3. After the upload finishes, confirm the file appears in the folder list.

Best practices

  • Name folders consistently. Pick a convention (for example, by year or by document type) and stick with it across all clients.

  • Put files in folders, not at the top level. A file dropped in the root is a file someone will lose.

  • Rename files to something meaningful. "Scan_0043.pdf" helps no one; "2026 Census - ABC Company.pdf" helps everyone.

  • Use templates for client folders. Consistent structure across clients means anyone on your team can find anything, for any client.

Related articles

  • Files Overview

  • Uploading and Sharing Files

  • Template Client File Directories

  • Collaborating with Comments and Activity Logs

Related Articles
Did this answer your question?