Files

File Library: folders, uploads, downloads

The Files page is your agency file space: upload anything, organise into folders, and download. It also shows your Vault book of business and anything agents have generated for you, all isolated to your agency.

Open Files in the top nav. It is a full file manager scoped to your agency only, no other agency can see your files.

What you can do

Upload: click Upload or drag files onto the page. Files land in the folder you are currently viewing.
Create folders: click New folder, name it, and open it to upload into it. Folders can nest.
Navigate: click a folder to open it; use the breadcrumb trail at the top to jump back up.
Rename / move: use Rename on any file or folder.
Download: click Download on any file.
Delete: removes a file, or a folder and everything inside it.

The two read-only sections

Vault, your book of business. The flat vault your watchdogs read (HealthSherpa CSVs, commission statements, carrier PDFs). View and download here; manage uploads on the Vault page.
Generated by agents. Code and web files agents produced for you, ready to download.

Where do generated documents go?

When an agent makes a spreadsheet, Word doc, or PDF, it is saved to your Vault and you get a download link. Code and web projects are saved to the Generated section here. Everything is stored per-agency in secure cloud storage.

## File Library: folders, uploads, downloads

The Files page is your agency file space: upload anything, organise into folders, and download. It also shows your Vault book of business and anything agents have generated for you, all isolated to your agency.

Open **Files** in the top nav. It is a full file manager scoped to your agency only, no other agency can see your files.

### What you can do

- Upload: click Upload or drag files onto the page. Files land in the folder you are currently viewing.

- Create folders: click New folder, name it, and open it to upload into it. Folders can nest.

- Navigate: click a folder to open it; use the breadcrumb trail at the top to jump back up.

- Rename / move: use Rename on any file or folder.

- Download: click Download on any file.

- Delete: removes a file, or a folder and everything inside it.

### The two read-only sections

- Vault, your book of business. The flat vault your watchdogs read (HealthSherpa CSVs, commission statements, carrier PDFs). View and download here; manage uploads on the Vault page.

- Generated by agents. Code and web files agents produced for you, ready to download.

### Where do generated documents go?

When an agent makes a spreadsheet, Word doc, or PDF, it is saved to your Vault (/library) and you get a download link. Code and web projects are saved to the Generated section here. Everything is stored per-agency in secure cloud storage.