Adding & managing documents

Adding Files

Drag and drop PDF, DOCX, TXT, Markdown (.md), CSV, or PowerPoint (.pptx) files directly into the document sidebar. The app copies them into your local vault and begins indexing on disk.

If a workspace is empty, you can also drop files right onto the empty-state upload area.

Files stay on your computer — nothing is uploaded to a remote service for storage. Large batches may take a little time while the app finishes preparing them for search.

Per-file size limits, scanning/OCR caveats, and the optional advanced PDF table mode are described in File types & limitations.

Pro tip

For best results, use clean, text-based PDFs.

If your PDF is scanned or image-based (no selectable text), enable Advanced Parsing when uploading. The app will run OCR automatically — no external tools needed, and nothing leaves your device.

Workspaces

Use workspaces to group documents by client, matter, or project while everything stays on your device. The workspace menu lives at the top of the Conversations sidebar.

Drag a document onto a workspace to move it, or hold Ctrl/Alt while dropping to copy it.

You can also use each document's menu to move it, copy it, or remove it from the current workspace. See Workspaces for full steps.

Searching Documents

Type questions in natural language. The AI searches across your indexed documents and answers with citations — all on your machine.

Example questions:

  • "What are the termination clauses in the Johnson contract?"
  • "Summarize all financial projections from Q3 reports"
  • "Which documents mention liability caps?"

Deleting Documents

Use Delete in [workspace] in a document's menu to remove it from that workspace.

If the same file exists in other workspaces, those copies stay available.

If you remove the last remaining copy (for example from Default Workspace), it is deleted from your local vault.

Important

Deleting the last copy is permanent in the app. Back up critical files outside the app before removing them from your vault.