Open a project and go to Documents. Drag files in, or use the upload button.
What you can add
| Kind | Formats |
|---|---|
| Documents | PDF, Word (.docx), plain text, Markdown |
| Spreadsheets | Excel (.xlsx), CSV |
| Presentations | PowerPoint (.pptx) |
| Images and diagrams | PNG, JPEG, GIF, WebP |
The pre-2007 Office formats — .doc, .xls, .ppt — are not accepted. They
are a different file format from the ones above, not an older version of them,
and nothing in the platform can read their contents; a file that uploaded but
could not be read would sit in your data room looking like evidence and
answering nothing. Open one in Word, Excel or PowerPoint and save it as
.docx, .xlsx or .pptx first.
Up to 100 MB per file. If a file is rejected, the message says which rule it broke — size, format, or a file name the platform cannot store.
Scanned PDFs are fine. Pages that are images get read as images, and a figure description is produced so the content is searchable and citable rather than invisible.
What happens after a file lands
- Stored, against the project.
- Parsed into pages, tables and figures. Structure is kept: a table stays a table, so a citation can point at a range rather than a paragraph.
- Indexed, so passages can be retrieved by meaning as well as by wording.
- Available as evidence, at which point analysis can cite it.
The document list shows where each file is in that sequence. Indexing normally takes seconds; a long scanned PDF takes longer, because every page has to be read as an image.
Give it a moment before you search
A document is searchable by its literal wording almost immediately, but matching a paraphrase of it depends on indexing having finished. If you upload a file and immediately search for a phrase that is not in it verbatim, you can get nothing back for a few seconds. Wait for the document to show as indexed, then search.
Organizing what you add
- Upload in the shape the target sent it. Do not flatten a folder of contracts into one PDF — you lose the ability to cite the individual document.
- Name files as the target named them. A citation reading Security Policy v3.pdf, p. 12 is checkable; scan_04.pdf is not.
- Duplicates are detected by content. Re-uploading the same file does not re-index it or double-count it as evidence.
Removing material
Deleting a document removes it from the project and from the index. Findings that cited it keep their text but lose the citation, and the section is flagged so an analyst can re-check it. If material was sent in error and must not be part of the record, delete it before the report is issued.