> ## 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.

# Upload & Edit Documents

> Upload, edit, and manage documents in your Papers project.

## Supported document types

Denari supports the following document types directly:

* Excel (.xlsx, .xls)
* PDF (.pdf)

Additionally, Denari supports the following through automatic conversion to PDF:

* Microsoft Word (.docx)
* JPEG (.jpg or .jpeg)
* PNG (.png)
* HEIC (.heic)

## Upload documents

To upload documents to a project, click the **Documents** tab and upload your files. There are three document tabs:

* **Workpapers** — Documents used as direct project support. These are ingested and processed by AI to find matches for your trial balance values.
* **Other documents** — Supporting documents not used for trial balance reconciliation.
* **\[Entity Name] documents** — Entity-level documents accessible from every project tied to that entity.

## Edit documents in Denari

Denari supports editing PDF and Excel documents directly in the web app. Open a document and click the **Edit** button. When done, click **Save changes**.

### PDF editing

PDF editing includes the following annotation tools:

* **Highlighter** — Yellow highlight
* **Ink/Drawing** — Red freehand drawing
* **Text** — Red text boxes
* **Line** — Red straight lines
* **Rectangle** — Light green rectangles
* **Undo/Redo** — Step backward or forward through edits

<Note>
  Some PDFs have disabled permissions (annotating, printing, editing) set by the original document owner. A notification bar will appear when this is the case.
</Note>

### Excel editing

Excel editing includes a toolbar with formatting, formulas, and features like pivot tables.

## Edit with SharePoint

For users who prefer Excel or Microsoft Word, documents can be edited through Microsoft SharePoint:

1. Click the **SharePoint** link on the document page to open the file in the web app
2. For desktop editing, click **Editing > Open in Desktop** in the Excel/Word web app
3. When finished, click **SharePoint > Sync from Microsoft** to apply changes back to Denari

<Tip>
  Changes may take 30 seconds to a minute to register. Wait until you see the sync option before clicking it.
</Tip>

SharePoint must be configured with your Microsoft Teams admin.

## Edit on your desktop

If you prefer to use a desktop application that isn't Excel or Word:

<Steps>
  <Step title="Download">
    Download the document by clicking the download button on the document page.
  </Step>

  <Step title="Edit">
    Make edits on your desktop using your application of choice (Adobe Acrobat, Excel, Word, etc.).
  </Step>

  <Step title="Replace">
    Replace the document in Denari by clicking **...** and then **Replace document**.
  </Step>
</Steps>

## Document approvals

On the documents tab, right-click any document to approve or unapprove it. Any user assigned to the project can approve or unapprove:

* **Preparers** get a blue initials badge
* **Reviewers** get a green initials badge

You can also click the **Approve** or **Unapprove** button on the document view page.

## Versioning and restore

If you save over a PDF and want to revert, click the **history** button from the actions menu to view and restore previous file versions.

## Move documents between tabs

Documents can be moved between the workpapers and other documents tabs. Open a document, click **...**, click **Edit document settings**, and change the **Document type** field.

<Warning>
  If the document is used in any reconciliations, you will be warned that the reconciliations will be removed before the document is moved.
</Warning>