Documents
The reading and editing surface over your documents tree — tree, search, Markdown editor, lifecycle flags, and knowledge-graph status for every file.
Documents is where you read and edit the files your system runs on — the
reports agents write, the plans you review, the reference material you bring
in. It is a two-panel surface: a file tree with search on the left, a Markdown
editor on the right. The tree shows your documents/ folder by default, and
everything you see is the plain file on disk — the same file your agents read
and write. For the model behind the tree, read
your workspace and documents.
The tree
- Default root is
documents/. The gear in the panel header lets you point the tree at any folder under the workspace root instead (.shows the whole workspace); Reset returns it todocuments/. This is a browse preference — it changes what the tree displays, not where anything is stored. - Create from the header. New file and New folder create inline at the selected location; a new file opens straight into Edit mode.
- Reorganize directly. Files move by drag and drop — within the tree, between Command Center windows, and to or from your OS file manager, since drag and drop is native.
- Reflag in bulk. The tree's Reflag control changes the lifecycle flag of selected files in one action (flag changes are renames — see below).
Search
The corpus is large; the search panel above the tree is how you actually find things.
- Name / Content modes. Name matches file names; Content searches inside files, and opening a content hit jumps the editor to the exact line.
- Recents — two scopes: files recently modified on disk (which surfaces agent writes) and files you recently opened here.
- By flag — filter the corpus by lifecycle flag to see, for example,
everything still
wip.
The editor
A file opens in Read mode — rendered Markdown. The toolbar across the top gives you, left to right:
- Read ⇄ Edit toggle. Edit is the raw-Markdown editor; the Save button writes your changes to disk and lights up as soon as you have unsaved edits.
- Lifecycle flag control. Shows the file's current flag and lets you
change it. Changing a flag renames the file per the naming convention
(
…_wip.md→…_live.md), which is how document state travels with the document. Disabled while you have unsaved edits. The info hint next to it restates the convention. - Frontmatter panel. Show and edit the file's YAML frontmatter as fields (a badge shows how many fields the file carries).
- Outline rail. The document's headings; click one to jump to it in the rendered view.
- Knowledge-graph status panel. Whether this file is indexed in the knowledge graph, which workspaces it belongs to, and the actions to ingest or enrich it — plus Show in Cortex, which jumps to this document's node in the graph. See the knowledge graph.
- Copy path and Close.
Below the toolbar the editor tracks a word count and estimated reading time.
Working alongside agents
Agents write into the same tree while you have it open, and the view is built for that:
- The stale bar. If the file you have open changes on disk, a bar appears immediately offering to reload the disk version — or, if you have edits you want to keep, to overwrite the disk version with your in-editor content. Nothing is silently clobbered in either direction.
- The dirty guard. Navigating away with unsaved edits prompts first, in this view and across the whole app.
- Deep links land here. Clicking a file in the Activity Log, a document node in Cortex, or a hit in the Cmd/Ctrl-K palette opens the file here and reveals it in the tree.
Related pages
- Your workspace & documents — the tree, the conventions, and why files are the source of truth
- The knowledge graph — what "indexed" means and what ingesting does
- Activity Log — watching agent writes as they land
- Keyboard shortcuts