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

# Document Management

> Store, organize, and manage files and folders with hierarchical navigation and comments

## Overview

MemoryLake's Document Management system provides a powerful, intuitive interface for organizing your files and folders. Built on a hierarchical file system with advanced features, it combines the familiarity of traditional file browsers with modern cloud storage capabilities.

## Core Capabilities

<CardGroup cols={2}>
  <Card title="File & Folder Operations" icon="folder" href="/features/memorylake/document-management/file-folder-operations">
    Create folders, upload files, rename, move, delete, and organize your document hierarchy with drag-and-drop support.
  </Card>

  <Card title="Comments" icon="comment" href="/features/memorylake/document-management/metadata-comments">
    Add rich Markdown-formatted comments to any file or folder for enhanced context.
  </Card>
</CardGroup>

## Key Features

### Hierarchical Organization

* **Unlimited Nesting**: Create folders within folders with no depth limit
* **Visual Tree Structure**: See your entire document hierarchy at a glance
* **Folder Expansion**: Expand and collapse folders to focus on relevant content
* **Breadcrumb Navigation**: Always know where you are in your document tree

### File Upload & Management

* **Multiple Upload Methods**:
  * Single file selection
  * Multiple file selection
  * Entire folder upload with structure preservation
  * Drag-and-drop from your desktop

* **Reliable Upload**:
  * Handles files of any size
  * Multiple files can be uploaded together
  * Real-time progress tracking
  * Resume capability if interrupted

* **Supported File Types**:
  * Documents: PDF, Microsoft Word
  * Spreadsheets: Microsoft Excel, CSV, TSV
  * Presentations: Microsoft PowerPoint
  * Text: Plain text, Markdown
  * Images: PNG, JPEG, GIF, BMP, WebP, TIFF

<Tip>
  MemoryLake automatically handles large file uploads reliably.
</Tip>

### File Operations

All standard file operations are supported:

* **Create**: New folders anywhere in your hierarchy
* **Read**: Download files for local viewing
* **Update**: Rename files and folders, move items
* **Delete**: Remove files and folders with confirmation

### Comments

* **Markdown Comments**: Add rich-text comments with formatting, lists, and links
* **Live Preview**: See your Markdown rendered in real-time
* **Auto-Save**: Draft protection prevents data loss

### Tree View Features

* **Resizable Interface**: Adjust the tree panel width to suit your workflow
* **Context Menu**: Right-click access to operations

## Common Workflows

<AccordionGroup>
  <Accordion title="Organizing Research Materials">
    1. Create a project folder structure (e.g., "Research/Topic/Sources")
    2. Upload documents using folder upload to preserve structure
    3. Add Markdown comments to key documents with summaries or insights
    4. Associate the folder with a project for AI access
  </Accordion>

  <Accordion title="Team Document Repository">
    1. Create folders for each team or department
    2. Upload shared documents and resources
    3. Use metadata to tag documents by category or status
    4. Connect external services like WPS for additional content
  </Accordion>

  <Accordion title="Knowledge Base Building">
    1. Organize documents by topic in a clear folder structure
    2. Add rich Markdown comments explaining context and relationships
    3. Upload related documents in batches
    4. Create projects that group related documents
    5. Generate MCP server keys for AI access to your knowledge base
  </Accordion>

  <Accordion title="Migration from External Services">
    1. Download document structure from external service
    2. Use folder upload to import with structure intact
    3. Verify all files uploaded successfully via progress tracking
    4. Add metadata and comments as needed
    5. Connect external service directly via connectors for future sync
  </Accordion>
</AccordionGroup>

## Supported File Formats

MemoryLake parses and indexes the following document types:

* **PDF** — portable document format
* **Microsoft Word** — Word documents and templates
* **Microsoft Excel** — Excel workbooks and templates, plus CSV and TSV data
* **Microsoft PowerPoint** — PowerPoint presentations and templates
* **Text and Markdown** — plain text and Markdown notes
* **Images** — PNG, JPEG, GIF, BMP, WebP, and TIFF

## Security & Permissions

* **User Isolation**: Your drive is private to your account
* **Project Sharing**: Share access via project association and MCP servers

## Performance

MemoryLake is optimized for handling large document collections efficiently, ensuring smooth operation even with thousands of files.

## Integration with Other Features

Document Management integrates seamlessly with other MemoryLake features:

* **Projects**: Associate documents with projects for organization
* **Connectors**: Mount external document services into your tree
* **MCP Servers**: Provide AI models with read-only access to your documents
* **Memories**: Link memories to specific documents for context

## Getting Started

Ready to start organizing your documents? Choose a guide below:

<CardGroup cols={2}>
  <Card title="File & Folder Operations" icon="folder-open" href="/features/memorylake/document-management/file-folder-operations">
    Learn the basics of creating folders, uploading files, and organizing your content.
  </Card>

  <Card title="Comments" icon="pen-to-square" href="/features/memorylake/document-management/metadata-comments">
    Enhance your documents with rich Markdown comments.
  </Card>
</CardGroup>

## Best Practices

<AccordionGroup>
  <Accordion title="Folder Organization">
    * Use clear, descriptive folder names
    * Group related documents together
    * Avoid excessive nesting (3-5 levels is optimal)
    * Create a consistent structure across similar projects
  </Accordion>

  <Accordion title="File Naming">
    * Use descriptive names that indicate content
    * Include dates in ISO format (YYYY-MM-DD) when relevant
    * Avoid special characters that may cause issues
    * Be consistent within a project or folder
  </Accordion>

  <Accordion title="Metadata Usage">
    * Add comments to documents that need context
    * Use Markdown formatting for readability
    * Include links to related documents
    * Update comments when document purpose changes
  </Accordion>

  <Accordion title="Performance Tips">
    * Upload folders in batches rather than individual files
    * Use folder upload to preserve structure
    * Leverage lazy loading by not expanding all folders at once
    * Clean up unused files regularly
  </Accordion>
</AccordionGroup>

<Tip>
  Start with a simple folder structure and expand as needed. It's easier to add complexity than to simplify an overly complex structure later.
</Tip>
