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

Each folder can be shown as a list or a grid. Use the list/grid switch at the right end of the toolbar:

View	What it looks like	Best for
List	A table with columns for name, owner, last modified, size and who the item is shared with	Scanning many files and comparing their details
Grid	Folders as compact cards on top, then a card per file with a preview	Recognizing files by sight

Drive remembers your choice, so folders open the way you left them. The bar at the bottom of the folder shows how many items it holds.

Previews and Thumbnails

In grid view, each file card shows a preview. Documents, spreadsheets and presentations show their first page, sheet or slide, images show the picture, videos show their first frame with a play badge, PDFs show their first page, and designs show their own preview. Files without a preview show their large file-type icon.

Previews follow the file's sharing: you only see a preview of a file you can open.

The Folder Toolbar

Each folder has one slim toolbar across the top:

• A small breadcrumb showing where you are. Click the folder name at the end of the breadcrumb for the folder's actions menu.
• A search field to find items in this location.
• Filters to narrow the list by type, people, and modified date.
• The list/grid switch.

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 blue New button at the top of the Drive menu creates content in the folder you are viewing. The bottom of the menu shows where new files will be saved.

• Document, Spreadsheet, Presentation -- create a blank Office file that opens in Copera Office.
• Markdown file -- create a blank .md file that opens in the Markdown editor.
• Folder -- add a folder to the current location.
• Upload files or an HTML app -- upload files from your computer. See Uploading Files.
• Upload a folder -- upload a whole folder with its subfolders.
• Design or PDF with AI Chat -- describe what you want and let AI Chat build it.
• Send for signature -- start a DocSign envelope.
• Record a Spark -- record your screen.

New files open 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 blue New button in the Drive menu.
3. Select Folder.
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 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.

When you move items onto the Workspace Disk (W:), Copera asks you to confirm first, because everyone in the workspace will see them. Designs can't be moved to the Workspace Disk. See Workspace Disk (W:).

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 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.
• Add to favorites / Remove from favorites -- star or unstar the item.
• Rename -- change its name.
• Move -- send it to another folder.
• Transfer ownership -- hand the item to another workspace member (when you have permission).
• File information -- open the information panel with type, size, dates, and sharing.
• Version history -- see and restore earlier versions of a document, spreadsheet, presentation or Markdown file. See Version History.
• Share -- open the sharing dialog.
• Public Link / 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. On the Workspace Disk, every member can rename and move items, while Share and Delete are for workspace admins and the person who created the 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 Add to favorites from the context menu.
• To unstar an item, click the filled star icon or select Remove from favorites 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 starts with the disk or section you are in, such as My Disk (M:), Workspace Disk (W:) or Shared with me, 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

You can order your files 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 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.