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

# Add and Organize Files in Workspaces

> Create, rename, move, and delete Markdown and HTML documents with path-based folders in Workspaces.

Workspaces builds folders from each document's path. Folders are not separate
objects. A path such as `guides/setup.md` creates the `guides` folder in the
file tree.

## Add a document

You must sign in and have edit access to use the browser's file controls. Guests
with edit access can edit a Markdown document's body, but the guest view has no
controls to create, rename, move, or delete files.

<Steps>
  <Step title="Open the file tree">
    Open the workspace and find its file tree.
  </Step>

  <Step title="Create the document">
    Select **New document** and enter the full path, such as
    `research/decision.md`.
  </Step>

  <Step title="Choose a useful suffix">
    Use `.md` or `.markdown` for Markdown. Use `.html` or `.htm` for HTML.
    Workspaces treats every other suffix as Markdown in this dialog.
  </Step>
</Steps>

The new document appears at its path. Any missing folder levels appear in the
tree.

<Frame caption="The file tree builds folders from document paths. Each document's menu contains Rename or move and Delete.">
  <img src="https://mintcdn.com/plannotator-help/1IkVOQqKeGgFrCkx/images/workspaces-files-and-folders.png?fit=max&auto=format&n=1IkVOQqKeGgFrCkx&q=85&s=bdf12230e840eb5bad315191a6d15313" alt="Workspaces file tree with notes/risks.md and plans/launch.md, plus the Rename or move and Delete actions for launch.md." width="1000" height="400" data-path="images/workspaces-files-and-folders.png" />
</Frame>

## Rename or move a document

Open the document's file menu and select **Rename or move…**. Enter the **New
document path**, including the filename and suffix.

Workspaces moves the existing document, so it keeps its comments and history.
Workspaces reports a path conflict if a document or uploaded artifact already
uses the target path.

## Delete a document

Open the document's file menu and select **Delete…**. In the **Delete {path}?**
dialog, select **Delete document**.

The app warns **There is no undo from the app.** Deletion removes the document
from the workspace. To move a document, use **Rename or move…**. Deleting and
recreating it loses its history and comments.

## Path rules

Documents and uploaded artifacts share one path space. Two items cannot use the
same path.

A path cannot:

* Start or end with `/`, or contain `//`.
* Contain a `.` or `..` segment.
* Contain a `.git` path segment, a backslash, a control character, `?`, `#`, or
  `%`.
* Be `refs` or start with `refs/`, which Workspaces reserves.

Spaces and Unicode characters are allowed.

## Current copy limit

The browser cannot copy a document within the same workspace. The API can copy
one. [Fork](/workspaces/sharing/fork-a-document) can place one document in a new
workspace.

*Reviewed July 20, 2026. Maintained by the Plannotator documentation team.*