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Uploading & organizing documents
Every file you upload gets automatically indexed so you can ask questions about it straight away — no manual tagging or setup required.
1
Drag files straight into the chat
The fastest way in — drop one or more files anywhere in Matter Chat. Each one lands with a checkmark as it's indexed, usually within seconds.
2
Or use the Documents tab for more control
Open the Documents tab in the matter workspace to upload, create folders, and organize files into a proper structure — useful once a matter has more than a handful of files.
3
Create folders to keep things tidy
Group related documents — e.g. "Correspondence," "Plans," "Reports" — so you can scope a chat question to just one folder later if needed.
4
Let indexing finish before asking detailed questions
Indexing is usually near-instant, but for large multi-page reports it can take a little longer — the checkmark confirms a file is ready to be queried.
Tip: if you upload a file with the same name as one already in the matter, topicAI will ask if you want to overwrite it — handy for replacing an outdated draft without creating a duplicate.