File Management Basics
File management is SetFN's most fundamental feature. It comes with the capabilities a document management system (DMS) needs built in, such as version control, edit locking, and change history.
On the surface it may look similar to Windows Explorer or macOS Finder, but it hides very convenient and powerful features underneath.
As you use it the way you're already used to, you'll naturally discover the features that make SetFN unique.
Basic file operations — uploading, creating, editing, and deleting — work in a way similar to Explorer, Finder, or Google Drive.
- Upload: Drag and drop, or select
Create → File Upload / Folder Upload in the left sidebar. Dragging a whole folder preserves its structure. - Create: Select
Create → New File above the folder list to make txt, md, html, and other files. Folder types are available from the same menu. - Quick note: Select
Create → Quick Note in the left sidebar to write a Markdown note. It is saved in the folder you are viewing when you press Save. Drag its title bar to move it horizontally or drag an edge to resize it. When minimized, it stays at the lower right; select its title bar to expand it again. - Paste:
Paste above the folder list starts the same flow as pressing Ctrl + V (Mac: Cmd + V) in that folder. A save or upload dialog appears according to the clipboard content. - Edit: Double-click a file to modify it with the built-in editor. Save with Ctrl+S.
- Delete: Press Delete to move to Trash. Emptying Trash deletes permanently.
- Copy/Move: Ctrl+C / Ctrl+X then Ctrl+V, or drag and drop
- Multi-select: Click while holding Ctrl; hold Shift and click for range selection
These are features quietly layered on top of familiar file management.
| Feature | Description |
|---|
| File search | Quickly find files across the entire Space. |
| Context search (AI) | Finds related files by understanding meaning, even without exact keyword matches. |
| Image search | AI finds text within images or visually similar images. |
| Filter and author menu | Filter the current folder by name, author, or extension. Select an author's name to see only that person's files, send a direct message, or start a 1:1 chat. |
| File tags | Tag and classify files, and use them as an AI knowledge base. |
| Bulk file renaming | Rename multiple files at once. |
| Feature | Description |
|---|
| File conversion | Instantly convert file formats, such as md → html or csv → json. |
| Template files | Get started instantly with templates for work formats such as to-do lists, approval forms, and Kanban boards. |
- Register disk files — Register files and folders copied directly to the server disk in your workspace.
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