Getting started with the File Library
This is the shortest complete path through the File Library: nine screens, from an empty project to a folder shared with a colleague. Each step names the control you press and says what happens next.
Pick the project you are working on first. Every folder and file belongs to one project, and New folder, Upload and Import stay hidden until one is selected.
Open the File Library
Select File Library in the left sidebar.
The route opens with the Files panel on the left and the project home on the right. The home reads What would you like to explore today? over See an overview of this project, then select files for summaries and insights. Choose files opens and focuses the Files panel; Upload opens the same panel and starts the upload wizard. Neither action changes selection.
Across this project shows ready files, all folders, document types and dates found in ready documents. Processing and attention notices explain files still being prepared. Tick ready files or a folder in the Files panel to open the summary table and Insights views. With no files yet, the band explains uploading and the snapshot still shows your folders.
The Files panel is a resizable side rail beside the analysis pane, from 433px up to 620px; there is no separate expanded mode.
Make a folder to put documents in
For a local upload, first choose or create a folder. Press New folder beside the search field, then choose Here on the folder — or the project root — where you want it, right in the tree. A name box opens there; type a name and press Enter. An existing sibling name is rejected without losing your entry.
Cloud imports can instead use Project root where that destination is enabled.
Add your documents
Press Upload to open the wizard on its Files step, a drop area until you choose something. Drop files or folders on it, or press Choose files or Choose a folder. A folder keeps its subfolder structure. Dragging files or folders onto the panel also starts this setup.
Review the selected files, choose a destination folder and confirm the upload. Import opens connected accounts for imports or sync. Imports let you pick the destination; sync creates folders only at Project root. Setup stays beside the document, and collapsing it retains the draft.
See Uploading files for the full list of accepted formats.
Watch Judicio read every page
Follow the transfer in the explorer, then open View uploads for your uploads and for saved cloud import and sync jobs. Receiving a file and processing its contents are separate stages. A document becomes selectable only after processing finishes.
Open a job's card there to inspect it. Depending on the issue, a file offers Retry receiving, Retry processing, Enter password or Skip for now. Keep the browser open during local transfer; server-side processing and submitted background cloud jobs continue after you leave.
Read what Judicio found
Tick a file in the tree and the analysis pane fills with the File summary for it: the title and summary, the document type, the parties, the key dates, and, once you turn them on, the monetary values and the legal metadata.
The three buttons on each summary row are Open file in preview, Edit file metadata and Open document detail. The last opens the full document page: the summary with its citations, Key facts, Parties, Document outline and Key clauses. Every citation opens the page it came from.
For one file at a time without leaving the tree, use the row's own actions instead. The eye opens Preview in the inspector rail, the information icon opens Details and activity, and the third opens the file menu.
Let Judicio file the documents
Tick at least two items, and the selection band floating over the tree lights up Auto folderise. Below two it tells you what it wants: Select 1 more item to auto folderise.
The modal is headed Smart Auto-Folderise, subtitled AI-powered file organization, with five steps down its left edge: Destination folder, Analysis, Strategy, Preview, Apply.
Choose where the new structure should be built, then Continue. Judicio reads the selection and reports what it found as counts of Parties, Doc types, Cases and Years, then offers named structures under Suggested folder structure, one marked Recommended. Build Custom Strategy lets you pick the levels yourself or describe them in plain English.
Check the tree before anything moves
Continue from the strategy takes you to Preview, which draws the exact folder tree that will be created and shows which file lands where.
Two controls sit in the footer. Copy files (Keep originals) leaves the documents where they are and places copies into the new structure; leave it off and the files are moved. Apply commits.
The last step reports what was created. View organized files closes the modal and refreshes the tree so you land on the result; Start over throws the run away and returns you to the first step.
Read the whole selection at once
With a selection in place, a toolbar below the File Library header carries Table and Insights. Insights turns the same selection into six tabs: Overview, Timeline, Parties & network, Financial, Jurisdiction and Clauses & terms. Each chip shows its own count once that tab has loaded.
Export in the File Library header opens Export file summary. Pick Analysis report (.pdf), Data table (.xlsx) or Data table (.csv), keep Include citations on for the PDF, edit the File name, and press Download. Download original files in the footer fetches the source documents instead.
Share the folder with your team
Open the folder's menu from the kebab on its tree row and choose Share…. The modal is titled Share folder over Invite people to access this folder.
Type a colleague's address into Email, choose Viewer, Editor or Owner beside it, and press Share folder. The person must already be a member of your organisation; anyone else is refused with User not found in your organization.
Next steps
- Organising files - the folder menu, and auto folderise in full.
- File summaries and insights - every column and every insight view.
- Cloud import - bring documents in from Google Drive, OneDrive or SharePoint.