Browsing & uploading

The Documents page is a two-pane layout. The clients sidebar picks who you’re looking at. The file area shows that client’s folders and files.

How to use the clients sidebar

The header shows the total client count. The search box (“Search clients…”) narrows by name. Each row has:

• Avatar and client name
• Doc count badge (right-aligned)
• Entity type and last upload (sub-line)

The selected row is highlighted with a colored left border.

Keyboard

Pagination

20 clients per page. The page counter sits at the bottom of the sidebar when there are more than 20.

The Internal Documents entry

At the bottom of the clients sidebar, you’ll see Internal Documents with a count. This is firm-only, cross-client. Expand it to see the clients that have internal documents. Click any of them to filter to that client’s internal files, or click the top-level entry to see every internal file across the firm.

This entry only appears on the firm-wide Documents page. Inside a single client’s Documents tab, the Internal Documents bucket isn’t shown — that view doesn’t surface other clients’ internal docs.

How to navigate the file area

Three rows top to bottom:

1. Header — breadcrumb, Upload, Request documents, view toggle, search.
2. Document requests panel — open requests for this client (collapsible).
3. File list or grid — the actual files.

[Screenshot: File area with breadcrumb, request panel, and list view]

Header breadcrumb

Starts with Documents (or Internal Documents). Click it to return to the client root. Each folder you’ve opened adds a crumb.

When you’re viewing Unsorted, the breadcrumb shows Documents › Unsorted.

Search

Type to filter. Substring match against the filename. Combines with the current folder — searching inside a folder only searches that folder.

View toggle

Your choice is saved. Next time you open Documents, you land in the same view.

Folder sidebar inside the file area

The narrow left strip lists the client’s folders as a tree. Expand a folder with the chevron. Click a folder to filter to it. Click All to return to the full list. Click Unsorted to see only the unsorted bucket. Click Trash at the bottom to switch to the trash view.

When you have permission to manage folders, the + button creates a new folder, and right-click (or kebab) gives you Rename and Delete. See Folders & templates for the full folder model.

How to upload

Four ways:

Where the file lands

• If you selected a folder before uploading — goes into that folder.
• If you’re at the client root — goes to Unsorted.
• If the client portal uploaded through a document request — goes to Unsorted and attaches to the request item.
• If the upload came from an intake organizer — attaches to the organizer item and also appears in the client’s documents.

Upload constraints

• 25 MB per file. Larger uploads are refused with an error toast.
• Accepted file types: PDF, JPEG, PNG, TIFF, DOCX, XLSX, CSV.
• Folder depth max 5. Assure Pro refuses to create a folder past depth 5.
• Folder limit 100 per client.

Progress

Each file shows a progress bar while it uploads. If multiple files are in flight, the header shows total progress.

How to select and bulk-act on files

Click the checkbox in the leftmost column to select a row. Hold Shift to select a range. Or press Cmd+A to select everything in view.

The bulk action bar appears at the bottom:

Bulk-trash and bulk-move both confirm before acting.

Single-document actions

In the list view, each row’s kebab menu has:

• Preview — opens the in-app drawer with a PDF or image viewer.
• Download — opens the file in a new tab.
• Rename — inline dialog.
• Move to folder — folder picker.
• Toggle visibility — share or internal.
• Trash — soft-delete.

In the grid view, the same actions live in a kebab on each tile.

Drag-to-move

Drag any document onto a folder in the inner sidebar. The folder highlights as a drop target. Release to move. Works for one file at a time.

To move many files at once, use the Move bulk action.

The preview drawer

Clicking Preview opens the document drawer from the right:

• Preview — the PDF page by page, or the image rendered.
• Metadata — filename, type, size, uploaded by, uploaded at, classification confidence, and extracted fields if available.
• Activity — every action taken on this document (uploaded, classified, moved, renamed, viewed by client, downloaded).
• Actions — Download, Move, Rename, Toggle visibility, Trash.

The drawer’s filename is the canonical reference. Renaming changes the display name but the stored file stays the same.

[Screenshot: Document preview drawer with metadata and actions]

How to use the Trash view

Click Trash in the inner folder sidebar to see all soft-deleted documents:

• Filename, who deleted it, when.
• Restore — sends the file back to the folder it was in (or Unsorted if the folder was deleted too).
• Permanently delete — actually removes the file. Confirmation required.

Trash has no time-bound retention — restored items come back exactly as they were.

Common patterns

”Client uploaded to the wrong folder”

Move it. Drag to the right folder, or kebab → Move to folder. The activity log records the move with your name — the client doesn’t see it.

”I want a ‘workpapers’ folder no client ever sees”

Make a folder named “Workpapers — Internal” and set visibility on its contents to internal. The folder name still appears in the client’s tree (visibility is per-document, not per-folder), but every file inside it stays firm-only.

”Re-upload after a typo in the filename”

Two paths:

• Rename — kebab → Rename. Faster and preserves the upload history.
• Trash and re-upload — produces a fresh activity entry. Use this if the file content also changed.

”Show me everything the client uploaded today”

Use the search box for filename matching. For “everything new”, switch to Sort by Date in the list view. Most-recent first surfaces today’s uploads at the top.

”See internal-only files for a specific client”

From the firm-wide Documents page, expand Internal Documents in the left sidebar and pick that client. You’ll see only their firm-only files.

Permissions

Next

• Folders & templates — folder structure, depth limits, applying templates.
• Requesting documents — the chase-list dialog.
• Document types & categories — what makes extraction work.
• The AI Review Queue — classification and extraction.