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.