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The library is the main view in Denari Documents. It shows your firm’s documents as a tree, grouped by attribute, with search and filters that work across the entire corpus.

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Attributes

Every document is described by a set of attributes — structured fields your firm configures, such as Client, Year, Service Line, and Document Type, plus any custom fields you define. Attributes replace rigid folders: the same document can be found under any attribute you group by, without filing it in one place. You can view and edit a document’s attributes from the attribute sidebar on its detail page. Changes save automatically.

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Grouping

Grouping turns the flat library into a navigable tree. Pick one or more attributes to group by — for example, Client → Year — and the tree nests accordingly.
  • Double-click a group row to filter the library down to that group’s attribute hierarchy.
  • Navigate the tree with the keyboard: arrow keys to move, Home/End to jump, and Enter to open.
Open the search configuration (the cog menu) to choose which sources search runs against:
Match against document attributes — client, year, document type, and your custom fields. This is the default.
Every document is run through OCR, so search can match text found inside the document, not just its name and attributes.
Find documents by meaning rather than exact words — useful when you remember what a document is about but not what it’s called.
You can combine sources. Results are ranked with relevance-aware scoring, so an exact filename match is never buried beneath fuzzy or low-relevance hits. When you search within the tree, groups are ordered so the best-matching group surfaces first.
Firms can hide their own custom attribute fields from the badges shown on search results while keeping those fields fully searchable. Ask your admin if your result badges look cluttered.

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Saved views

A view captures your current search configuration, grouping, and filters. Save the views your team uses often — for example, “This year’s tax returns by client” — and switch between them from the Views tab. Your search, filters, sorting, and grouping are also reflected in the page URL, so you can Copy shareable link to send a teammate the exact view you’re looking at.

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Uploading

Drag files from your computer onto the library to upload them:
  • Drop onto a group row to inherit that group’s attribute hierarchy (Client, Year, Service Line, and so on) as the new document’s starting attributes.
  • Drop onto open space to upload without pre-filled attributes.
A progress dock tracks in-flight uploads and lets you retry any file that fails.
Looking to bring in a large backlog at once, or hand off incoming documents for review before they hit the library? See Intake.