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Document Library overview in Libra Keep your frequently used documents organized and accessible. The Document Library provides a central location for reference materials.
Libra mascot organizing
The Document Library is where you store documents you want to reference regularly. Unlike documents uploaded to a single chat, documents in your library can be easily accessed across multiple chats and assistants.

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When to Use the Document Library

The Document Library is useful for:
  • Templates you use repeatedly (contract templates, standard clauses)
  • Reference materials you consult often (guidelines, checklists)
  • Client documents you need to reference across multiple conversations
  • Sample documents that inform your assistants
For documents you only need in a single conversation, uploading directly to the chat is simpler.

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Adding Documents

To add documents to your library:
1

Navigate to the Document Library

Navigate to the Document Library in the sidebar.Sidebar showing Documents option selected
2

Upload your files

Click Upload or drag and drop files.Add documents dialog in Libra
3

Confirm upload

Documents are added to your current project.
Supported formats include PDF, Word documents, Excel files, and common text formats.
Documents are always stored within a specific project and are only visible when you are in that project. To access documents across projects, you need to upload them to each project separately or use a shared integration like SharePoint.

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Organizing Your Library

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Creating a New Folder

Create folders to group related documents by type, client, matter, or practice area.
1

Click Add Folder

Click the Add Folder button at the top right of the Document Library.Add Folder button in the Document Library
2

Enter a name

Give your folder a descriptive name (e.g., “Contracts”, “Client A”, or “Employment Law”).Create folder dialog in Libra
3

Create the folder

Click Create to add the folder to your library.

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Managing Folders

Folder management options in Libra Right-click on any folder to access management options:
OptionDescription
New SubfolderCreate nested folders for deeper organization
Rename FolderChange the folder name
Delete FolderRemove the folder and its contents
Upload FilesAdd documents directly to the folder

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Using Library Documents

Once documents are in your library, you can:
When chatting, click the document icon and select from your library. Libra will have access to the document content when answering your questions.
When creating or editing an assistant, you can add library documents to its knowledge base. The assistant will reference these documents when responding.
Library documents appear in suggestions when you start typing document names, making them quick to access.

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Sharing Documents

Documents follow the sharing settings of their project:
  • In a private project, documents are only visible to you
  • In a shared project, team members can access project documents
You can also share specific documents with colleagues who have access to the same project.

Team Management

Learn how to manage team members and share projects in your organization.