> ## Documentation Index
> Fetch the complete documentation index at: https://docs.denari.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> Get started with Denari Documents, your firm's central, searchable document library.

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.

<Note>
  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.
</Note>

## What you can do

<CardGroup cols={2}>
  <Card title="Find anything fast" icon="search">
    Search by filename, document contents (OCR), attributes, or meaning — and combine them.
  </Card>

  <Card title="Organize by attributes" icon="tags">
    Group and filter the library by client, year, service line, or any custom field your firm defines.
  </Card>

  <Card title="Triage incoming files" icon="inbox">
    Review documents in Intake, set their attributes, match them to a client, and file them into the library.
  </Card>

  <Card title="Edit, lock, and version" icon="lock">
    Annotate PDFs and edit spreadsheets in place, lock documents while you work, and keep a full version history.
  </Card>
</CardGroup>

## Opening Documents

Select **Documents** from the product switcher in the top-left. You'll land on the library, where your firm's documents are shown in a tree grouped by attribute (for example, by Client and then Year).

* **Single-click** a row to preview the document beside the list.
* **Double-click** a row to open its full detail page.
* Use the grouping and filter controls to narrow the tree to exactly what you need, then copy a shareable link to that view.

## How it fits with Papers

Denari Documents is the **firm-wide** library — every document your firm holds, across clients and engagements. The document workspace inside [Papers](/papers/documents) is **project-scoped**: it holds the workpapers for a specific engagement. The two work together — documents from the library can be referenced into a Papers project as workpapers while staying linked to their source.

<Tip>
  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.
</Tip>

## Next steps

<CardGroup cols={3}>
  <Card title="Library & Search" icon="folders" href="/documents/library">
    Group, filter, and search the document tree.
  </Card>

  <Card title="Intake" icon="inbox" href="/documents/intake">
    File incoming documents into the library.
  </Card>

  <Card title="Versioning & Locking" icon="lock" href="/documents/versioning">
    Edit safely and keep a version history.
  </Card>
</CardGroup>
