How to use AI organize on Dropbox DocSend

AI organize is a built-in, intelligent assistant that can draft a folder tree, and classify files to help keep your Space structured, searchable, and ready for sharing. 

Learn how to manage and customize your Space (data room).

Features of AI organize

Folder tree generator

The folder tree generator creates a recommended folder structure based on the type of data room you’re building.  After generating the folder tree, you can preview it before making any changes. If needed, you can make inline edits like renaming folders within the current version.

Sorting and classification

Sorting and classification uses AI to review your file names and metadata, then suggests where each file should go. It automatically groups related documents such as financials, legal materials, and HR files. Before any changes are made, you can review and confirm the suggested organization. For each file, you’ll see where it was moved from so you can track updates easily. Unknown or unrecognized files are handled separately so nothing gets lost.

All applied changes are recorded in an audit log, which you can reference for auditing or troubleshooting.

How to access AI organize

1. Log in to docsend.com.
2. Click the Space you want to organize.
3. Click Organize.
4. Select Organize files.
5. Select Suggest new folder structure.

6. Edit according to your needs, then click Apply.

• Note: Click Discard changes and have it re-generate suggestions for the file structure for more options. 

How to turn off AI organize

1. Log in to docsend.com.
2. Click the desired Space.
3. Click your avatar (profile picture or initials) in the upper right corner.
4. Click Settings.
5. Click Company.
6. Click AI features.
7. Toggle off, Third-party AI usage.

What AI organize doesn’t do

AI organize helps you create structure and order in your data room, but it never makes changes without your approval. 

To keep your content secure and your workflow predictable, there are a few things it won’t do:

• It doesn’t apply changes automatically, you’ll always be able to review and confirm any changes.
• It doesn’t delete or remove files from your account.
• It won’t appear if AI features are turned off in your settings.