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The Files page is your personal document workspace. Upload the documents you rely on, organize them into folders, and tag them in conversations whenever you need them. Unlike one-off attachments, files persist across sessions.

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Browse your files

Open My Files from the sidebar. Use the tabs at the top to switch between the different file types on your account.

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Organize with folders

Click New folder in the top-right to create a folder. Move files in by dragging and dropping them, or by selecting them and clicking Move items.

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Open and manage a file

Double-click a file name to open it in a dedicated view. From there you can Share, Download, Upload new version, or Rename it (under the three dots menu).
Back in the main view, select or right-click files to Share, Move, or Archive them. Archiving clears files out of your working space when you no longer need them, without deleting them.

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File actions at a glance

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Share an item

Files, folders, reports, interactives, skills, and vaults all share the same way. Click Share (or the share icon) to open the share popover:
The share popover on a report
  • Add people or teams: search for a member of your organization or a team and give each one Can view or Can edit access. Use the dropdown next to them to change their access or remove it.
  • General access controls everyone else. Restricted (the default) means only the people and teams you’ve added can open the item. Switch it to your organization to let anyone in it view, or edit if you choose.
  • Anything inside a shared folder inherits that folder’s access automatically.
Your changes aren’t applied until you click Save at the bottom of the popover. Click Cancel to discard them; if you close the popover with unsaved changes, Mesa asks whether to discard them.
The share popover with James Anderson added and the Save button highlighted
Editors can change the item; viewers can open and use it but not change it. Each item’s page notes anything specific about what editors can do there.

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Common item actions

Reports, interactives, datasets, and other items you open from My Files have the same controls in their header:

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Switch views and sort

Use the top bar to switch between your working files, files shared with you, and archived files. You can also change the sort order in the main view when you need to find a document quickly.
Once your files are organized, pull them into any conversation with the @ picker; see Tagging files.

Attachments and tagging files

Reference saved files directly in a Mesa conversation.

Connections

Import documents from external storage instead of uploading manually.

Batches

Review the datasets that batches save back into your files.
Last modified on October 20, 2026