Drive overview¶
Drive is where your workspace keeps its shared reference content — written articles, uploaded files, and saved links — so the right information is easy to find and reuse. It is open to everyone in the workspace; creating and editing content depends on your role.
Available to all roles
Drive is available to everyone in your workspace. Viewing content is open to all roles; creating, editing, and deleting articles, folders, and files depends on your role and permissions.
Overview¶
Drive lives at Drive in the navigation. Articles, files, links, and folders all sit together in the same browser, so you no longer switch between separate Context and Drive tabs to find something:
- Articles — written content you author in Packr (SOPs, playbooks, how-tos, policies).
- Files and Links — documents you upload or web addresses you save (PDFs, images, spreadsheets, external document links).
- Folders — how you organize all of the above.
Pax, the Packr AI assistant, can also draw on your workspace's Drive when answering questions, so good Drive content makes Pax more helpful.
Screenshot: The Drive page showing folders, articles, and files together. (pending capture)
Where did the Context tab go?
Context articles and Drive files used to sit in two tabs under a Knowledge section. They are now one place, called Drive. Your articles were not moved or changed — they appear in the same browser as your files, and you can narrow to them with the Type filter. Old links to Context pages still work and land you in Drive.
Find what you need¶
Drive gives you three ways to narrow a large library.
- Search in Drive — type into the search box to look across everything you can see, not just the folder you are in.
- Type filter — pick Folders, Articles, Files, or Links to show only one kind of item, or All types for everything.
- Brand filter — choose All brands or a specific brand.
You can also switch the item list between a List and a Thumbnails view using the toggle above it.
Write and read articles¶
Articles are content you write directly in Packr, such as standard operating procedures, onboarding guides, and reference notes.
- Open Drive in the navigation.
- Find an article and select it to read it. To see only articles, set the Type filter to Articles.
- To write a new one, select Create, then New Article (this requires permission to create articles).
Articles can be saved as a Draft (only you can see it) and then Published to share with the workspace. For the full walkthrough, see Context articles.
Note
Creating and editing articles depends on your role. If you do not see the Create button, you have read-only access.
Add files and links¶
Drive is also a file manager for documents and links your team and brands need — assets, SOP attachments, spreadsheets, and reference material.
- Open Drive and browse into the folder you want.
- Select a file to open or download it.
- To add content, select Create, then choose New Folder, Upload File, or Add Link (this requires permission to create Drive content). You can also drag files from your computer straight onto the page to upload them.
You can organize items into folders and scope them to specific brands or keep them workspace-wide. For details, see Drive.
Tip
Use Add Link to save a pointer to a document that lives in another system (for example a shared spreadsheet) without uploading a copy.
How Pax uses your Knowledge¶
Pax, the Packr AI assistant, can use the content in your Drive to help answer questions in plain language. When you ask Pax something, it can pull from relevant published articles and from the files you have uploaded, respecting the same workspace and brand access rules you have — Pax does not surface content you would not otherwise be able to see.
Pax can read the text of PDFs, plain text, Markdown, CSV files, and common image formats (PNG, JPEG, WebP, GIF). Other file types stay in Drive for people to open, but Pax does not read their contents.
To get the most out of this:
- Keep important procedures written up as published articles.
- Use clear titles and complete content so answers are accurate.
- Upload the reference documents you would otherwise paste into a chat — Pax can quote them back with a link to the source.
Drive also shows a Try asking Pax row of suggested questions drawn from your own content — select one to open Pax with that question ready. When you open a published article, you may see the same suggestions there. See Asking Pax questions for more.
Filter Drive by brand¶
Drive includes a Brand filter so you can narrow content to a single brand or view everything.
- Open the Brand filter near the top of the page.
- Choose All brands to see everything you can access, or pick a specific brand.
- Items scoped to one or more brands show a brand badge; items with no brand are workspace-wide.
An item can be tagged to more than one brand, so a document that two brands share does not have to be uploaded twice.
A brand is the same thing the Directory screen calls a "Group" — content tagged to a brand is visible alongside that brand's other work.
Tips¶
- Write articles for content you maintain inside Packr; upload files for documents you already have, and use links for documents that live in another system.
- Mark an article Published when it is ready — drafts stay private to you and are not shared with the workspace.
- For Packr's own product announcements, see Packr updates, which appear as app-wide articles.
Common questions¶
Where did the Context tab go? Context articles and Drive files are now one place, called Drive. Nothing was moved or deleted — your articles sit alongside your files in the same browser. Use the Type filter to show only Articles. Links you saved to Context pages still work.
What is the difference between an article and a file? An article is written content you author inside Packr (SOPs, guides, notes). A file is something you upload (PDF, image, spreadsheet), and a link points at a document in another system. All three live in Drive.
Where do I store brand documents? Upload them to Drive and tag them to the brand — you can pick more than one brand. Brand-tagged items show a brand badge and appear when that brand is selected in the Brand filter. See Drive.
Does Pax read my Drive? Yes. Pax can use published articles and the text of your uploaded files to help answer questions, following the same workspace and brand access rules you have. It does not surface content you cannot already see. See Asking Pax questions.
Why can't I create an article or upload a file? Creating Drive content depends on your role. If the Create button is not visible, you have read-only access — ask a workspace admin to grant the needed permission.
What are the app-wide articles? App-wide articles are Packr's own product announcements and release notes, shown to all workspaces. See Packr updates.