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Saved Items Introduction

The Saved Items page is your workspace's central hub for all files: uploaded documents, AI-generated media (images and videos), documents created from templates, and outputs from agent jobs. You can browse, search, filter, manage visibility, and organize everything in one place.

Key features

  • Four tabs — Media, Documents, Generated documents, and Job Files
  • Storage indicator — Workspace storage usage shown in the tab bar
  • Search and filters — Find files by name or metadata; filter by type, status, visibility, tags
  • Grid and list views — Switch between visual thumbnail grid and detailed list
  • Visibility controls — Private (only you) or Public (team) for media and job files
  • Pagination — Items per page (10, 25, 50, 100) with page navigation
  • Bulk delete — Select and remove multiple items at once (Documents and Job Files tabs)

Accessing Saved Items

URL:/workspace/{workspace-slug}/tools/saved-items

From the sidebar:

  1. Expand the workspace.
  2. Under Tools, click Saved Items.
  3. Use the submenu to open a specific tab: Media, Documents, or Agentic Jobs.

From the dashboard:

  1. If available, use the Manage Files or Documents quick action to jump to the Documents tab.

Tabs overview

| Tab | Content | Who can access | |-----|---------|----------------| | Media | AI-generated images and videos, saved images | All users | | Documents | Uploaded PDFs, Word docs, spreadsheets, text files | Managers and Administrators | | Generated documents | PDFs and documents created from document templates | All users | | Job Files | Output files from agent runs and workflows | All users |

Shared toolbar

All tabs share a common toolbar:

| Element | Description | |---------|-------------| | Search | Search by file name, prompt, or metadata (tab-specific) | | Upload | Documents tab only — upload new files | | Bulk delete | Documents and Job Files tabs — select multiple items to delete | | Filters | Filter by type, status, visibility, tags (depends on tab) | | Items per page | 10, 25, 50, or 100 | | View toggle | Grid or list view |

Storage information

  1. Storage usage is shown in the tab bar next to the tabs.
  2. Usage updates after uploads and deletions.
  3. Each workspace has storage limits; delete unused files to free space.
  1. Saved Items: Media Tab — Images and videos
  2. Saved Items: Documents Tab — Uploaded documents
  3. Saved Items: Generated Documents Tab — Template-generated docs
  4. Saved Items: Job Files Tab — Agent and workflow outputs
  5. Workspace Document Upload Guide — Uploading from chat
  6. Sidebar Guide — Navigation and tools