Uploading Files

Seamlessly upload and organize files to your drive. Files in the shared drive will be accessible to everyone on the account, allowing for collaborative access.

Uploading Files to Paxton

There are three ways to upload files into Paxton. Use whichever fits your workflow: add documents directly to a matter, or attach them on the fly while chatting with the AI Assistant.

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Method 1: Upload from Matter Files

Use this when you want to add documents to a matter so they're stored and available across every chat in that matter.

1. In the left sidebar, click Matter Files.

2. At the top right of the file list, click Upload (or New Folder to organize first).

3. Select the files from your computer, or drag and drop them onto the file list.

Your files appear in the list with their name, last-modified date, and size.

Supported formats: .pdf, .docx, .doc, .xlsx, .xls, .pptx, .txt, .csv, .json, .html, .xml, .md, .markdown

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Method 2: Drag & Drop in the AI Assistant

Use this when you want to attach a document to the chat you're working in right now.

1. In the left sidebar, click AI Assistant and open or start a New Chat.

2. Drag a file from your computer onto the Drag & Drop or Choose Files area in the middle of the screen — or click Choose Files to browse.

3. The file attaches to your current chat, ready to query, summarize, or reference.

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Method 3: Paperclip Icon in the AI Assistant

Use this when you're already typing a prompt and want to attach a file without leaving the message box.

1. In the AI Assistant chat, click the paperclip icon next to the prompt box.

2. In the Add Files menu, choose one of:

   • Upload Files — add a document from your computer.

   • Add from Matter Files — attach a document already stored in the matter.

3. The selected file attaches to your prompt.

The Apply Template tab in this same menu lets you start from a saved template instead of a file.

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Which method should I use?

If you want to...	Use
Store documents in a matter for ongoing use	Matter Files
Quickly attach a file to the chat you're in	Drag & Drop
Attach a file (new or existing) while writing a prompt	Paperclip icon

Your documents and data are secure and are not used to train Paxton.