> ## Documentation Index
> Fetch the complete documentation index at: https://freshbase.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# How to manage documents

> How to create, edit, and organize documents in your Base.

By the end of this guide, you will know how to create, edit, and organize documents in your Base.

## Accessing documents

Click **Knowledge** in the left sidebar. You will see three tabs:

| Tab           | What it contains            |
| ------------- | --------------------------- |
| **Documents** | Your files and folders      |
| **Canvas**    | Collaborative visual editor |
| **Insights**  | AI-generated analyses       |

## Creating documents

### From the Documents panel

1. Go to **Knowledge > Documents**
2. Click **Create document**
3. Give the document a name
4. Start writing in the editor

### From Chat

Ask the assistant to create a document:

> "Create a specification for the advanced search feature"

The assistant will generate the content and ask for your approval before saving it to the Base.

### Via upload

1. In **Knowledge > Documents**, click **Upload**
2. Select the file from your computer
3. The document will be added to the Base

## Editing documents

Freshbase uses a Markdown editor. You can:

* Write formatted text (headings, lists, bold, italic)
* Navigate the file tree in the sidebar to switch between documents
* Save changes automatically

### Editing with AI assistance (Canvas)

Canvas offers assisted editing:

1. Go to **Knowledge > Canvas**
2. Select a document or create a new one
3. Ask the assistant for help editing specific sections
4. The assistant suggests changes that you can approve or adjust

## Organizing documents

Documents live in a folder structure within the Base:

* **Create folders** to group documents by topic (e.g., "specs/", "decisions/", "meetings/")
* **Navigate** the file tree in the sidebar
* **Move** documents between folders as needed

### Suggested structure

```
Your Base/
├── specs/          ← Specifications and requirements
├── decisions/      ← Decision records (ADRs)
├── meetings/       ← Meeting summaries
└── contexts/       ← Context documents
```

## Document format

All documents in Freshbase are in **Markdown** (formatted plain text). Advantages:

* **Portable** — can be opened in any text editor
* **Versioned** — all changes are tracked
* **Readable** — clean and organized format
* **AI-friendly** — the assistant can easily read and edit them

### Frontmatter

Documents generated by Freshbase include a special header (`freshbase:`) with lineage information — where the document came from, when it was created, from which conversation or meeting. This is automatic and ensures traceability.

## Using Insights

The **Insights** tab shows AI-generated analyses of your Base content:

* Patterns identified in documents
* Connections between topics
* Points of attention

Insights are generated automatically as you add content to the Base.

## Common issues

<AccordionGroup>
  <Accordion title="I can't find a document">
    Use the file tree in the sidebar to navigate. If the document was created by Chat or the Inbox, it may be in a specific folder like `specs/` or `meetings/`.
  </Accordion>

  <Accordion title="I want to revert an edit">
    Freshbase automatically versions your documents. All changes are tracked and can be reverted.
  </Accordion>
</AccordionGroup>

<Card title="Next step" icon="arrow-right" href="/how-to/invite-team">
  How to invite team members
</Card>