Chat tops out at 25 attached docs per turn; past that, use Discovery. The panel takes 1,000 per project.
What’s in the Documents panel
| Item type | What it is |
|---|---|
| Documents | Every file you’ve uploaded: PDFs, Word, Excel, text, images, emails. See File types & previews. |
| Reviews | Completed Reviews appear in a default Review folder, movable. |
| Discoveries | Completed Discoveries appear in a default Discovery folder, movable. |
| Folders | Containers you create to group anything in the panel. Subfolders supported. |
Adding documents
Where documents come from
Documents land in the panel from several places:| Source | Notes |
|---|---|
| Direct upload | The Upload button or drag-and-drop. |
| From chat attachments | Files attached to a chat are saved to the project’s Documents panel. |
| Reviews and Discoveries | Completed Reviews land in the Review folder; completed Discoveries land in the Discovery folder. Both are movable. |
| Outlook export | Email threads exported from the Outlook add-in land in an e-mails folder, auto-converted to PDF. |
| Kleos | Files copied from Kleos via the integration land in the project root by default. See Kleos. |
| SharePoint | Files referenced through the SharePoint integration. See SharePoint. |
Using documents
Reference in chat
Reference in chat
Type
@ in any chat input and pick a document; it’s now part of the chat’s context. Libra cites the document in answers.Run a Review
Run a Review
From the Review section or directly from chat: pick the document, pick a template, run.
Include in a Discovery
Include in a Discovery
Click Add Documents in any Discovery and pick from the project tree.
Add to an Assistant's knowledge
Add to an Assistant's knowledge
When editing an Assistant, attach project documents to its knowledge base. The Assistant references them when responding.
Download or preview
Download or preview
Click any document to preview it in the document viewer. The download button is in the preview toolbar. See File types & previews for what each format looks like.
Sharing documents
Documents follow project sharing by default; anyone with access to the project can see the project’s documents. For tighter control, you can share an individual document with specific people inside the project. You cannot share a document with someone outside the project.Click Share
The standard sharing dialog opens. See Sharing & access.
Document limits
| Limit | Value |
|---|---|
| Documents per project | 1,000 |
| Documents in a single Chat (as context) | 25, a technical limit; for larger sets, use Discovery |
| File size per document | Varies by format and your subscription. |
| Cells in a single Discovery | 100,001 |
Tips for keeping a tidy panel
Set up the folder structure early
Set up the folder structure early
The first day of a matter is when folder structure decisions cost the least. Decide on Inbound documents, Drafts, Signed versions, Reviews, Discoveries, then keep moving files into the right buckets as they arrive.
Move Reviews and Discoveries out of their default folders
Move Reviews and Discoveries out of their default folders
The default Review and Discovery folders work for low volume. As soon as you have several of either, organise them by document type or matter phase.
Use clear file names
Use clear file names
Document names show up in Search. “Acme, Employment Contract, Maria Schneider, signed.pdf” is much more useful than “contract_v3.pdf”.
Delete drafts you don't need
Delete drafts you don't need
Old drafts of contracts you’ve since signed don’t need to clutter the panel, but consider archiving the project rather than deleting individual files. Archived projects keep everything.
Next steps
Folder structure
Organise documents, Reviews, and Discoveries into folders.
File types & previews
Every supported format and what the preview looks like.