Grouping & views

The library shows your firm’s documents as a tree. Grouping decides how that tree nests, and a view saves a grouping together with its search and filters.

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Attributes replace folders

Every document is described by structured fields your firm configures: Client Entity, Year, Service Line, Document Type, plus any custom fields. Because a document is described rather than filed, the same document is reachable under any attribute you group by. See Edit attributes.

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Grouping

Pick one or more attributes to group by, for example Client → Year, and the tree nests accordingly. Reorder the attributes in the grouping sidebar to change the hierarchy, and drag an attribute out to hide it.

• Double-click a group row to filter the library down to that group.
• Move through the tree with the arrow keys. → and ← expand and collapse a group, Enter previews a document, and Home and End jump to the ends.

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Saved views

A view captures your current search configuration, grouping, and filters. Save the ones your team uses often, for example “This year’s tax returns by client”, and switch between them from the Views flyout. You can mark one as your default. Your search, filters, sorting, and grouping are also reflected in the page URL, so copying the address bar sends a teammate the exact view you are looking at.

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Adding documents

Drag files onto the library, or use the Upload button. Either way they are staged for you to attribute before they join the library. See Upload vs Intake.

• Drop onto a group row to inherit that group’s attributes (client, year, service line) as the starting point.
• Drop onto open space to upload with no pre-filled attributes.