Library

Library has two tabs: Documents for saved files and Templates for reusable starting documents. For files belonging to a particular matter, use that project's Documents tab.

Upload a documentCopy Anchor Link

1. Open Library → Documents.
2. Select Upload → Upload Documents and choose your files.
3. Wait for uploading and processing to finish.
4. Open a file to confirm its contents are readable.

Supported document formats are PDF, Word, Excel, and PowerPoint: .pdf, .docx, .doc, .xlsx, .xlsm, .xls, .pptx, and .ppt.

If an upload fails, check the format and the error shown. For a scan with no readable text layer, create a searchable copy using OCR and upload it again. Paste short plain text into a chat instead of uploading a .txt file.

Find and organize filesCopy Anchor Link

Use search, filters, and sorting to find a file. Create folders for related documents. File and folder menus offer actions such as rename, move, download, and delete when you have permission. Select several rows for bulk actions.

Opening a file shows its viewer. PDFs have page navigation, spreadsheets have sheets, and editable Word documents have editing controls. Use the version controls to inspect saved versions. Read the confirmation before deleting a file, folder, or version.

Use a saved file in a chatCopy Anchor Link

1. In the chat, select + → Saved Documents.
2. Browse the accessible documents, templates, or project files.
3. Select the files and choose Confirm.
4. Check the attachments, then ask your question.

To find wording inside files, give the assistant a scope and a phrase: “Find documents in this project's files containing ‘automatic renewal’ and show the matching passages.” Check any reported indexing or OCR gaps before relying on an empty result.

Work with templatesCopy Anchor Link

1. Open Library → Templates.
2. Open an existing template to check its terms and placeholders, or use Upload to add your firm's starting document.
3. Attach the template through Saved Documents in a chat or include it in a workflow.
4. Ask for a new draft using the matter's facts, keeping the reusable original intact.

Use the attached services template to draft an agreement from the facts below. Leave unknown facts as clearly labelled placeholders and list the information still needed.

Review placeholders, dates, amounts, and cross-references. Firm managers should give shared templates clear names and keep the approved starting text up to date.

Add a preset templateCopy Anchor Link

In Templates, open … → Add preset templates. Browse or search, preview the file, then choose Import. Wait for Imported, then return to Templates.

An imported template is a copy; later publisher changes do not update it. Preserve its source and license notices. Some reference files are download-only.