> For the complete documentation index, see [llms.txt](https://help.paxton.ai/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paxton.ai/help/matters/using-matters-in-paxton-ai/matter-files.md).

# Matter Files

We've rebuilt the Matter Files experience and the file pickers from the ground up. The result is faster, more stable, handles much larger documents, and lets you organize files without the old side effects.<br>

<figure><img src="/files/9sZFXAiyKAsiNPXCaL2N" alt=""><figcaption></figcaption></figure>

### Uploading files to a matter

Upload documents directly inside the matter and they'll be associated with it automatically. Keeping uploads matter-scoped is what makes the rest of Paxton — chats, the AI assistant, Medical Chronologies — reliably pull from the right client or case.

#### Larger files and longer documents

The new pipeline raises the limits on what Paxton can process:

* **Files up to 1 GB**
* **PDFs up to 2,500 pages**

So large medical records and document sets that didn't fit before can now be uploaded and processed in full.

#### Faster and more stable

Processing is quicker and more reliable across the board — uploads, processing, and opening files are all snappier, with fewer interruptions on large or complex documents.

### Moving and renaming files

You can now **move** and **rename** files directly in Matter Files, without the disruptions the old experience caused:

* **No reprocessing** — moving or renaming a file no longer sends it back into the processing state. The file stays ready to use.
* **No broken links** — renaming a file no longer delinks it from a chat, Medical Chronology, or medical summary the way it used to. Your references stay intact.

This means you can reorganize and clean up a matter's files freely, including moving files out of **Unassigned** into the matter they belong to, without losing any of the work that already points to them.

<figure><img src="/files/rS42CWyvumDsYxkhXpwP" alt=""><figcaption></figcaption></figure>

### Viewing files and citations

Click an **inline citation** anywhere in Paxton and the source document now opens in a **standalone viewer**, right where you are — instead of bouncing you out to the old drive. You can read the cited material in context and get back to your work without losing your place.

### Picking files in chat (matter-scoped)

When you attach files to a chat or to a Medical Chronology, the **Add from Matter Files** picker shows a focused list:

* Files from the matter you're working in (the default)
* Files from **Unassigned** (so you can still reach older items you haven't moved yet)

You won't see files from other matters in the picker. This is intentional — it reinforces matter-centricity, so it's harder to accidentally pull a file from the wrong client or case into a chat. If you need a file that lives in another matter, move it into the matter you're working in (see above) or upload a copy.

### FAQ

**Can I move a file from Unassigned into a matter?** Yes. Use the **Move** action in Matter Files. The file keeps its processed state and stays linked to anything that references it.

**Will renaming a file break my chats or Medical Chronologies?** No. Renaming no longer reprocesses the file or delinks it from chats, Medical Chronologies, or medical summaries.

**How large a file can I upload?** Up to 1 GB per file, and PDFs up to 2,500 pages.

**Can I attach a file from a different matter to my current chat?** The picker is scoped to the current matter plus Unassigned. To use a file from another matter, move it into the matter you're working in, then attach it.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.paxton.ai/help/matters/using-matters-in-paxton-ai/matter-files.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
