In this guide· 5 chapters
There is no “file manager” — there is just asking
Think back to that capable new assistant. You would not hand them a folder-management app — you would say "pop that under Projects" or "give this a sensible name". The vault works the same way. You say what you want, in your words, and 1Presence does the moving, renaming and tidying for you.
And because it remembers, your preferences stick. Tell it once how you like things filed, and new things land there on their own.
Rename and move
Rename untitled-3 to Q3 Board Prep.
Done in one step — and your shared links to it keep working.
Move the Acme contract into Projects, in a folder for Acme.
It creates the folder if it does not exist yet and files the document there.
Put everything to do with the website redesign in one place.
It gathers the related files and groups them, then tells you what it pulled together.
Create and structure
Start a folder for the Northwind project with a notes file inside.
It sets up the folder and a starter note, ready for you to add to.
Make a running note for one-to-ones with Priya.
It creates the note; every time you mention a one-to-one with Priya, it can add to the same place.
From now on, keep all my invoices under Finance / Invoices.
It saves the rule and files invoices there automatically from then on.
Tidy and restructure
Tidy up my vault and tell me what you changed.
It groups loose files, fixes stray names and removes obvious duplication — then reports back.
Reorganise my notes the way a tidy person would.
It proposes a clean structure and walks you through it before changing anything.
What in here have I not touched in a month?
It scans your vault and surfaces the stale corners so you can decide what to keep.
You do not need to hunt for a settings page, learn a folder syntax, or drag anything around. If you can say it, 1Presence can do it.
Two things the folder page does that you might want by hand. Every folder has a Download button — the whole folder as a zip, and on the top folder that is your whole vault. And a document that arrived from a folder on your computer says so in a line at the top: which folder, and when. More on synced folders.
And once a file is open, the conversation stays with it
Filing is only half of what a filing cabinet is for. The other half is taking something out and working on it — and 1Presence does not leave you alone at that point. Open any document and the conversation comes with it: beside the page on a wide screen, a split you can drag on a phone. It can see which file you have open, so there is nothing to paste in and nothing to explain.
With the document open in front of you — and a passage selected, if you want to point at something in particular:
What does this actually commit me to?
A plain reading of the clause you highlighted, in the chat beside it. Nothing changed.
Cut this down to half the length.
It rewrites the document in place; the version before it is kept, so stepping back is a tap.
Add what the plumber said this morning under Boiler.
It finds the right heading in the open note and adds it there, rather than starting a new file.
It is the same for a document someone shared with you, within whatever access they gave you — and you can switch which agent is answering without leaving the page.
How a change actually goes
- 1
Ask in plain words
Say what you want — "rename this", "move that", "tidy this up". No special phrasing.
- 2
It shows you the plan
For anything beyond a quick rename, 1Presence tells you what it will do before it touches a thing.
- 3
Confirm, and it remembers
You give the nod, the change lands, and any preference it picked up is kept for next time.