Organizing Files

A well-organized Drive makes it easy for you and your team to find files quickly. Copera Drive provides folders, renaming, moving, starring, search, filters, and flexible view modes to help you maintain a clean file structure as your workspace grows.

Choosing a View

Drive lets you view your files the same way file managers on your computer do. Open the view control in the toolbar (the list/grid icon) and pick the layout that suits what you're doing:

View	What it looks like	Best for
List (details)	A detailed table with columns for name, type, size, and dates	Scanning many files and comparing their details
Small icons	A compact grid of small thumbnails and icons	Browsing a folder with lots of items at a glance
Medium icons	A balanced grid of medium thumbnails	Everyday browsing
Large icons	A roomy grid of large thumbnails	Reviewing photos, designs, and videos
Extra-large icons	The biggest thumbnails	Picking the right image or video by sight

Your chosen view is remembered, so Drive opens the way you left it next time.

Thumbnails

In the icon grid views, image files show a real thumbnail preview of the picture, and video files show a first-frame poster with a small play badge -- so you can recognize content at a glance without opening it. Folders and other file types show a clear, color-coded file-type icon.

The Drive Toolbar

The toolbar across the top of Drive brings your most-used controls together:

• A breadcrumb trail showing where you are, with a New button to create folders and documents.
• A search box to find files by name.
• Filters to narrow the list by type, people, and modified date.
• A sort control to order files by name, type, size, or date.
• A view control to switch between list and icon-grid layouts.

When you select one or more items, the toolbar transforms into an action bar with bulk actions (see Acting on Several Files at Once).

The New Button

The New button (next to the breadcrumbs) lets you create content right where you are:

• New folder -- add a folder to the current location.
• New document -- create a blank Word-style document.
• New spreadsheet -- create a blank Excel-style spreadsheet.
• New presentation -- create a blank PowerPoint-style presentation.

When you're browsing your own Drive, a Create new file section also appears with large buttons for these same options, making it quick to start something new. Documents, spreadsheets, and presentations open in the in-browser editor as soon as they're created.

Creating Folders

To create a new folder:

1. Navigate to the location where you want the folder to appear (either the root of your Drive or inside an existing folder).
2. Click the New button in the Drive toolbar.
3. Select New folder from the dropdown menu.
4. Enter a name for the folder and confirm.

The new folder appears immediately in the current view. You can nest folders as deep as you need to build the hierarchy that works best for your team.

If a folder with the same name already exists in the current location, Drive automatically appends a number in parentheses (for example, Projects (1)) to prevent naming conflicts.

Renaming Files and Folders

To rename a file or folder:

1. Right-click the item (or click the three-dot menu on its row).
2. Select Rename from the context menu.
3. Type the new name and press Enter or click Save.

Renaming is available to the file owner and any participant with Admin or Member permission on the item. The original file extension is preserved when renaming files.

Moving Files and Folders

You can reorganize your Drive by moving items to different folders:

1. Right-click the item you want to move (or click the three-dot menu).
2. Select Move from the context menu.
3. In the folder picker dialog, navigate to the destination folder.
4. Click Move here to confirm.

You can also move multiple items at once by selecting them first. Moving a folder moves all of its contents along with it.

Drag to Move

You don't have to open a dialog to move things around. Drag a file or folder directly onto another folder to drop it inside. As you drag, the folder you're hovering over highlights to confirm where the item will land, and the item you're dragging dims slightly so it's easy to track. Release to move it. This works in both the list and icon-grid views and is the fastest way to tidy up a folder.

Right-Click Context Menu

Right-click any file or folder (or open the three-dot menu on its row) to get a context menu with the actions available for that item:

• Download -- save the item to your computer.
• Star / Unstar -- add or remove it from your favorites.
• Rename -- change its name.
• Move -- send it to another folder.
• Transfer ownership -- hand the item to another workspace member (when you have permission).
• Details -- open the information panel with type, size, dates, and sharing.
• Share -- open the sharing dialog.
• Copy public link / Copy private link -- copy a shareable address. The public link works for anyone (only shown when a public link is enabled); the private link opens the item for people who already have access.
• Delete or Remove -- move your own items to Trash, or remove yourself from items shared with you.

The exact options you see depend on your permission level for that item.

Acting on Several Files at Once

To work with many items together, tick the checkbox on each one (or use the header checkbox to select everything). The toolbar turns into an action bar showing how many items are selected and offering bulk actions:

• Share -- share all selected items with people at once.
• Download -- download everything you selected. A single file downloads directly; multiple files or folders are bundled into one zip file, with a progress indicator while the download is prepared.
• Move -- move all selected items to another folder.
• Delete -- send all selected items to Trash (you're asked to confirm first).

To clear your selection, click the close (X) button in the action bar.

tip

Bulk download is the quickest way to grab a whole project: select the folders and files you need and download them as one zip instead of saving each file separately.

Starring (Favorites)

Starring lets you bookmark important files and folders for quick access:

• To star an item, click the star icon on its row or select Star from the context menu.
• To unstar an item, click the filled star icon or select Unstar from the context menu.

All starred items appear in the Starred section of the Drive sidebar. This is especially useful when you need quick access to files buried deep in your folder hierarchy.

Folder Hierarchy and Breadcrumbs

As you navigate into nested folders, Drive displays a breadcrumb trail at the top of the view. Each segment of the breadcrumb is clickable, allowing you to jump back to any parent folder without having to navigate one level at a time.

The breadcrumb always starts with My Drive (or Shared with me if you are browsing shared content) and shows the full path to your current location.

Searching Files

Drive includes a search feature that lets you find files by name. To search:

1. Click into the search box in the Drive toolbar.
2. Type what you're looking for.
3. Press Enter to run the search.

Results show matching files and folders. You can combine search with filters and sorting to narrow things down further.

Filtering Files

Filters help you cut a large folder down to just what you need. Open the filter controls in the toolbar and combine any of the following:

• Type -- show only certain kinds of items, such as folders, images, videos, documents, and more. Pick as many types as you like.
• People -- show only items belonging to specific workspace members.
• Modified date -- show only items changed within a date range you choose (a start date, an end date, or both).

Filters apply right away and stack together, so you can ask for, say, images changed last week that belong to a teammate in a couple of clicks. Each filter has a reset option to clear it.

Sorting

Click the sort control in the toolbar to order your files. You can sort by:

• Name -- alphabetical order.
• Type -- group similar kinds of files together.
• Modified -- by when the item was last changed.
• Size -- from smallest to largest (or the reverse).

Each option can run ascending or descending, and the sort applies in both the list and icon-grid views. Folders are kept together at the top of the list regardless of the active sort.

Deleting Files

To delete a file or folder, right-click and select Delete (or use the three-dot menu). Deleted items are moved to the Trash and can be restored within 30 days. After 30 days, trashed items are permanently removed and their storage space is freed. System folders (such as Meeting Sessions folders linked to channels) cannot be deleted.