> For the complete documentation index, see [llms.txt](https://help.compfox.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.compfox.io/product-guides/organize-research.md).

# Organize Research

{% embed url="<https://www.loom.com/share/b40db93699fe496ca702363a36f196ce?sid=17deab80-cb03-46e2-88fa-29d5cc5c82ee>" %}

## Or follow the Snapshots&#x20;

Step 1 : Clicking on the FOLDERS button present on the navigation bar will take you to this page, here as you can see you can view all the personal and shared folders lists in tables

<figure><img src="/files/vc0IPbWXaB3o2DZMbw9I" alt=""><figcaption><p>Step 1</p></figcaption></figure>

Step 2 : Clicking on + Personal/Shared Folders button will open a input field down below, you can type the name of the Personal/Shared folder and then save it.

<figure><img src="/files/m04ryP1iovS9Ptxc1DdT" alt=""><figcaption></figcaption></figure>

As you can see the test-folder folder is being added.

<figure><img src="/files/41MHbEWFdGdjHGV6O1aK" alt=""><figcaption></figcaption></figure>

Step 3 : Now go the search page and search for any cases, you will get this window. Select the Cases you want to add, then select the folder to which you want to add the Cases and then click on save. This will add the cases to that particular folder.

<figure><img src="/files/3ApclUclAbyraVGw63OH" alt=""><figcaption></figcaption></figure>

Step 4 : Now again follow the Step 1 and click on the folder you have created , as in our case, our folder name was test-folder ,clicking on the test folder opens this window and as you can see two of the cases are added.

<figure><img src="/files/1IVU65IcJ57jjit2cBiT" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.compfox.io/product-guides/organize-research.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
