> ## 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.

# Library & Search

> Group, filter, and search your firm's entire document library by the attributes that matter to you.

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.

## 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.

## 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.

## Search

Open the search configuration (the cog menu) to choose which sources search runs against:

<AccordionGroup>
  <Accordion title="Attributes">
    Match against document attributes — client, year, document type, and your custom fields. This is the default.
  </Accordion>

  <Accordion title="Full text (OCR)">
    Every document is run through OCR, so search can match text found *inside* the document, not just its name and attributes.
  </Accordion>

  <Accordion title="Semantic">
    Find documents by meaning rather than exact words — useful when you remember what a document is about but not what it's called.
  </Accordion>
</AccordionGroup>

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.

<Tip>
  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.
</Tip>

## 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.

## 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.

<Note>
  Looking to bring in a large backlog at once, or hand off incoming documents for review before they hit the library? See [Intake](/documents/intake).
</Note>
