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Every project has a Documents panel that works like a normal file system: folders, subfolders, drag-and-drop. The spring release adds Reviews and Discoveries to the same panel, so you can keep all the artefacts of a matter (contracts, drafts, signed versions, Reviews, Discoveries) together in one folder tree.
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@-mentioning a folder in chat attaches every file and every Review and Discovery inside, useful when the whole matter sits in one folder.

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Working in the Documents panel

The Documents panel behaves like a file system you’ve used before. Folders nest. Anything in the panel (files, Reviews, Discoveries, even other folders) can be dragged into any other folder. Right-clicking gives you the standard menu (new subfolder, rename, move, delete, upload), and multi-select with Cmd-click on Mac (Ctrl-click on Windows) lets you drag a batch of files at once. You create a folder with the Create folder button at the top right of the panel. New folders land at the project root and can be dragged anywhere afterwards. Naming matters more than it looks like it does: “Inbound documents” and “Drafts” are clearer than “Folder 1” and “Folder 2” in three months when you’ve forgotten which version is which. When a Review or a Discovery finishes, it lands in a folder named Review or Discovery by default; both are regular folders, so you can rename them, move them, or move the items inside them anywhere else. (Outlook email exports follow the same pattern, landing in e-mails.) The pattern that makes this feature pull its weight: move the Review or Discovery into the matter folder it describes. A folder called “Schneider employment package” containing Schneider, employment contract.pdf, Schneider, Review.review, and Schneider, counterproposal redline.docx keeps the entire artefact set in one place: the contract, the analysis, and the negotiation drafts side by side.
Deleting a folder deletes everything inside it, including any Reviews or Discoveries the folder contains. Move things out before you delete if you want to keep them.

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Common folder structures

There’s no single right way to organise. Common patterns: 
Project/
├── Inbound documents/
├── Drafts/
├── Signed versions/
├── Reviews/
└── Discoveries/
Best for transactional matters where the same kinds of documents flow through.
Project/
├── 01 — Initial documents/
├── 02 — Due diligence/
├── 03 — Negotiation/
└── 04 — Closing/
Best for long-running matters with distinct phases (M&A, complex litigation).
Project/
├── Acme Corp documents/
├── Counterparty documents/
└── Joint documents/
Best for negotiations where each party has a clear set of documents.
Project/
├── Employment contracts/
│   ├── Schneider/
│   │   ├── contract.pdf
│   │   ├── Schneider Review.review
│   │   └── redline.docx
│   └── Hofmann/
└── Service agreements/
Best for high-volume matters where each topic has its own contract + Review + drafts.
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Drag-and-drop is multi-select aware. Cmd-click (Mac) / Ctrl-click (Windows) several files, drag in one move. Beats 30 PDFs one at a time.

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Tips

Decide on the folder structure when the project is created; it’s much easier than reorganising 200 files later.
The Review and Discovery folders are fine starting points. Once you have more than five items in either, organise them by document type or matter phase.
A consistent structure across projects makes it easier to find things. “Inbound documents” / “Drafts” / “Signed versions” / “Reviews” in every M&A project, for example.
Don’t be afraid of nested folders. “Inbound documents > Counterparty drafts > v1” is more useful than 50 files in a flat “Inbound documents” folder.

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Next steps

File types & previews

Every supported format and what the preview looks like.

Documents

Back to the Documents overview.