What you need
- A plan with device folders: Max, Team, Business or Enterprise. See Plans & Pricing.
- On a Mac or PC: the desktop app, version 1.2 or later.
- On a NAS or server: Docker (Container Manager on Synology, Container Station on QNAP, or Portainer). Nothing on the NAS is opened to the internet: the helper connects out.
How it works
1
Share the folder
Mac or PC: in the desktop app, open Settings > Agent and click Share a folder…. NAS: in the web app, open Settings > Agent > Your devices > Pair a device, choose On a NAS or a server (Docker), and copy the compose file into your container manager with one line per share. See Local folders and NAS.
2
Choose what the agent may read
Read documents lets it file by what documents say. Names and dates only keeps every document out of the index: it organizes by name, date and photo details instead.
3
Ask the agent
Open the folder under Your devices and ask, for example “Sort ten years of scans into client folders, then by year, and rename each one with the date and client.”
4
Check and apply
The agent shows a card with every move and rename. Apply it, or tell it what to change. Click Undo to reverse it.
5
Keep it organized
A workflow can watch the folder and file new files as they land, including files that arrived while the device was off.
Safer cleanups on a shared NAS
- Start with the helper set to
TDAI_READ_ONLY: "1"to let the agent survey and propose without changing anything, then switch it off when you’re ready. - Set
TDAI_TRASH_DIR: "#recycle"so deletions go to each share’s own recycle bin. - Do one share or one client folder first, check it, then do the rest.
What it can’t do
- It can’t reach a device that’s off. The agent still knows what’s there, but reading or changing files waits until the device is back. A workflow run picks up on its own when it reconnects.
- Undo can’t bring back a file deleted from a folder with no trash. In a folder like that the agent moves files instead of deleting them, and says so.
- A Names and dates only folder isn’t read into the index, so the agent can’t file it by what documents say, except when you ask it to read a file in a conversation.
- The AI doesn’t run on the device. Documents the agent reads are read by The Drive AI’s servers. For a folder that must never leave the machine, choose Names and dates only.
Related
Local folders and NAS
Every setting, who sees what, and troubleshooting.
Desktop app
Install the app for Mac or Windows.
Move files between drives
Move a NAS folder into the cloud, or back.
Rename scanned PDFs
Turn scan_0043.pdf into a name that says what it is.
NAS on thedrive.ai
Synology, QNAP and other NAS support, at a glance.