> For the complete documentation index, see [llms.txt](https://docs.corpdev.ai/corpdev.ai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.corpdev.ai/corpdev.ai-docs/source-files-and-ai-room.md).

# Source Files and AI Room

Open **Source Files** to work with the **AI Room**: the workspace's uploaded reference documents. Use these files as evidence for research and deliverables.

## Upload and confirm processing

1. Confirm the workspace and open the destination folder, or stay at **All Files** for the root.
2. Select **Upload**. The dropdown also offers **Upload Folder**. You can drag files into the page; check the displayed destination before dropping them.
3. Keep the upload open until transfer completes. Processing continues separately from the transfer.
4. Open **Upload history** to check the overall job and individual file outcomes. Download the report when you need to reconcile a large batch.
5. Wait for files to become ready for AI analysis before relying on them in a task.

A file can exist in the room while extraction is pending or has failed. For a failure, inspect the reported reason and use **Retry processing** when offered. Password protection, damaged files or unsupported content may require a corrected source file rather than another retry.

## Browse and organize

**Index** shows a folder outline. Expand the chevron to reveal children; select a folder name to open that folder. **Recent** helps find newly added material. Use **New folder** and each row's actions to organize files. Multi-select allows bulk actions where offered.

**Download ZIP** exports a folder and its subfolders. Large exports may require a smaller scope. Check the export notes for files omitted because they were still uploading.

Deletion can remove source material permanently, including a folder's contents. Read the confirmation and keep an independent copy before deleting material you may need.

## Search and use evidence

The search control offers **Content** and **Name**. Use Name for a known filename and Content for a question about the material inside files. Use the available search options to narrow the scope, then open the source behind a relevant result.

In an Analyst prompt, type **@** and select the relevant file, folder or whole-room context. A narrower folder is often a better starting point for a specific question than the entire room. Ask for citations and check them against the original material.

## Review and recurring work

If **Reviews** is available, use it to extract comparable fields across files. See [Tabular reviews](https://docs.corpdev.ai/corpdev.ai-docs/compare-documents-with-tabular-reviews).

**Automations** can respond to new uploads, including a brief after uploads become quiet. Check scope and recipients before enabling one. See [Automation](https://docs.corpdev.ai/corpdev.ai-docs/run-recurring-and-event-based-work).

Some workspaces also offer index numbering. Use the room's index controls only when visible; changing numbering can affect references your team uses. Folder names are organization labels, not proof of a separate access boundary. Use [workspace permissions](https://docs.corpdev.ai/corpdev.ai-docs/workspaces-and-roles) to determine access.
