Inside Clients, any folder that Nagaris has matched to a client record shows in navy instead of the usual orange, so matched and unmatched client folders are easy to tell apart at a glance. Hover the folder row and an Open client link appears next to its name, taking you straight to that client's page. A folder that stays orange under Clients hasn't been matched to a client record.
When Ask Nagaris cites a document in an answer, anywhere in Nagaris, not just on the Documents page, the document's name appears as a clickable chip. Click it and the document opens straight away in a preview dialog over whatever you're looking at.
You stay on the page you were reading. Closing the preview returns you to exactly where you were, so checking a cited document doesn't cost you your place in the conversation or the record you had open.
Open the three-dot Actions menu on any file or folder and choose Copy URL to copy a link straight to it.
A folder's link opens the Documents page with that folder in view.
A file's link opens the Documents page with the file's folder in view and the file's preview open.
If you copied the link while browsing All Documents, opening it lands the recipient in that same scope instead of the client-scoped view.
The link always opens on the Documents page, even if you copied it from a document card on a client's own tab, so whoever opens it lands in the right folder rather than on the client record.
Open the three-dot Actions menu on a file or folder and choose Move To or Copy To to open the destination picker.
Browse to a destination the same way as the main library, using the breadcrumb to move up and down folders.
Type in the Search folders box, once you've entered at least two characters, to jump straight to a folder by name instead of clicking through the tree.
Each result shows its parent folder next to its name, or a house icon when the folder sits right under the root you're browsing.
Search only offers folders you can actually pick: on a client's own tab, results stay inside that client's folder, and a folder you're moving never appears as a destination for itself or for one of its own subfolders.
Click a result to jump the picker straight there, then confirm with Move to [folder] or Copy to [folder].
Choosing Move to or Copy to from a file or folder's Actions menu opens a dialog with a Search folders box above the breadcrumb. Type at least two characters and Nagaris lists matching folders by name instead of making you click down through the tree.
Searching from a client's own Documents card only turns up folders inside that client's own folder.
Searching from the full library can turn up any folder in scope, and shows each match's parent path next to it, or a house icon when the match sits at the top level.
If you're moving a folder, Nagaris leaves out that folder itself and anything inside it, since a folder can't be placed inside itself.
Clicking a match jumps the breadcrumb straight to it and clears the search box.
The confirm button names the folder you're about to use, for example Move to FY2026 or Copy to Home when the destination is the top of the tree.
Select more than one row in the folder pane to move or copy them together instead of one at a time.
ā-click (Mac) or Ctrl-click (Windows): adds or removes a single row from your selection.
Shift-click: selects every row between your last click and this one.
Once more than one item is selected, a With selection bar appears at the bottom of the folder pane with Copy and Move buttons that act on the whole selection. The item count in the footer updates as you select, and while none or only one row is selected it reminds you that ā-click or Shift-click selects more.
Open an item's three-dot Actions menu and choose Move or Copy, or, with a multi-selection active, click Move or Copy on the With selection bar.
In the Move To or Copy To dialog, browse the folder tree or search for a destination. The dialog names what you're placing, either the item's name or, for a selection, "N items".
Select the destination folder and confirm.
A folder can't be moved or copied into itself or into one of its own subfolders. Moving is also blocked once every selected item is already sitting in the folder you're viewing. Either way, the dialog leaves confirming disabled until you pick a valid destination.
Nagaris confirms what happened once the operation finishes:
Moving or copying a single item shows File moved, Folder moved, File copied or Folder copied.
Moving or copying a selection shows N items moved or N items copied.
If only some items in a selection could be placed, Nagaris shows N of M items moved (or copied) instead, and the ones that did move or copy stay selected.
Nagaris pulls files from SharePoint in the background, so a change made there doesn't always show up in the Documents workspace right away, especially in a large library. If you don't want to wait for a particular folder, open its three-dot Actions menu and use one of:
Bring to front of sync queue: moves this folder's waiting files ahead of everything else queued to sync.
Resync now from SharePoint: re-lists the folder from SharePoint straight away, then puts any files it finds waiting at the front of the queue.
Nagaris confirms what it did, for example "This folder is now first in the sync queue (3 files, 0 copies)" or "Nothing in this folder is waiting to sync" if there was nothing left to do.
Both actions work on any folder in the Documents workspace, not just client folders.
