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Denari Documents is a firm-wide document library, a single searchable home for all of your firm’s files. Instead of digging through rigid folder trees, you organize documents by the attributes that matter to your firm (client, year, service line, document type, and your own custom fields) and find anything in seconds.
Your firm needs to have the Denari Documents component enabled in order to use it. If you can’t see Documents in the product switcher and have questions, please contact the Denari or IT admin at your firm.

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The workspace

Select Documents from the product switcher in the top left. The Denari Documents workspace with three panes: the document tree grouped by client, a PDF preview, and the details pane on the Attributes tab. Three panes, each independently toggled from the header:
  1. List is your firm’s documents as a tree, grouped by attribute (for example Client, then Year).
  2. Preview shows the selected document.
  3. Details holds its attributes, versions, history, and comments.

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Learn it in six steps

Search

⌘K for the client, F for attributes, the search box for everything else.

Preview

Read a document without leaving the list.

Edit attributes

Set the fields that make a document findable.

Edit documents

Annotate PDFs and edit spreadsheets in place.

Versions

Replace files safely and restore any earlier version.

Upload vs Intake

Where a document waits before it reaches the library.
Documents is also where you share files with clients. Right-click a document and choose Publish to client to put it in that client’s portal. See Denari Portals.
The more consistent your attributes are, the more powerful search and grouping become. Take a moment with your firm admin to agree on a small, shared set of attributes before bulk-importing documents.