What You Need to Know
The Documents section is where you keep all your files in Novis. Think of it as your file cabinet: you can upload files, find what you need quickly, and keep everything organized.
What you can do in Documents
In the Documents section you can:
Upload files (PDFs, Word docs, spreadsheets, slides, audio/video, and more)
Find files quickly using search
See what changed recently by checking the “Modified” date
Keep work organized using folders (for example, Uploads and Workspace)
How to work with the Documents page
When you open Documents you will see:
A menu on the left to move between areas (for example Personal, Groups, and Shared with me)
A folder list (for example Documents → Workspace)
A search box to look for a file by name
Upload a file
Open Documents.
Choose the Uploads folder.
Click Upload (or drag and drop a file onto the page).
Once uploaded, your file will appear in the list.
Tip: Give files clear names so you can find them later, for example: “Q2 Onboarding Plan – v1”.
Find a file
Search
Use the search box to find a file by typing part of its name.
Example: type “onboarding” to find “Q2 Customer Onboarding Improvement Plan”.
Filters
Use Filters to narrow down what you see, for example by file type or recently updated items.
Understand the file list
The file list helps you scan your files quickly:
Name: the file or folder name
Size: how big the file is
Modified: when it was last updated
If you see folders such as Uploads and Workspace:
Uploads contains files you uploaded (for example, a PDF or a spreadsheet).
Workspace contains documents created inside Novis (for example, Notes and Word documents).
Keep your files organized
A simple way to stay organized:
Use clear file names: Project – What it is – Date or version
Example: “Client Kickoff Notes – 2026-01-18”
Keep only 1–2 active versions of the same document
Move older versions into an “Archive” folder (or add “_archive” to the file name)
Sharing & Shared with me
Share a file (within your organization)
Open Documents.
Find the file you want to share.
Click the three dots (⋯) on the right side of the file row.
Select Share.
Choose the people you want to share with (search by name or email).
Click Share file to confirm.
Where shared files appear
If your team shares files with you, you can find them under Shared with me. If you work in teams or departments, you may also see Groups.
If you cannot find a file
Try these quick checks:
Make sure you are in the right area (Personal vs Shared with me vs Groups)
Clear any Filters
Try searching using fewer words
Check if the file is inside a folder (for example Uploads)
Need help?
For help with other features, see the articles in Using Novis:
Using Chat – How to ask questions, add context, and use tools
Using the Workspace – How to create and edit documents
Using Transcripts – How to create and work with transcripts
Using Knowledge (Prompts & Templates) – How to save and reuse prompts and templates
Using Projects - How to organize your work more efficiently
Security & Privacy – How Novis protects your data
For an overview of Novis and your first steps, read the Getting Started article.
If you still have questions, contact [email protected].