> 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/other-topics/uploading-files.md).

# 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 several ways to get files into Paxton. Use whichever fits your workflow: add documents directly to a matter, attach them on the fly while chatting with the AI Assistant, or connect Box or OneDrive to keep your files in sync automatically.

***

#### 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`

<figure><img src="https://1404317777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCY0Bz9NWp8rqtfuqg7ne%2Fuploads%2FIxI4M1rqrXlYipqwr0f9%2FScreenshot%202026-06-08%20at%207.35.59%E2%80%AFPM.png?alt=media&amp;token=1e5363af-cd6a-4916-b835-d0a90fd811b2" alt=""><figcaption></figcaption></figure>

***

#### 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.

<figure><img src="https://1404317777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCY0Bz9NWp8rqtfuqg7ne%2Fuploads%2Fh9zdnGBdAfaJNuRzPrxT%2FScreenshot%202026-06-08%20at%207.36.23%E2%80%AFPM.png?alt=media&amp;token=1cb1cd25-ed0e-4fa1-b683-0b6d66574036" alt=""><figcaption></figcaption></figure>

***

#### 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.

<figure><img src="https://1404317777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCY0Bz9NWp8rqtfuqg7ne%2Fuploads%2FdTHjxZM62fVcAdY8al0z%2FScreenshot%202026-07-23%20at%209.54.20%E2%80%AFAM.png?alt=media&amp;token=4a8769b8-5d16-4a93-9ae2-168f967659d6" alt="" width="375"><figcaption></figcaption></figure>

***

#### Method 4: Sync automatically from Box or OneDrive

Use this when you want a matter's files to stay current without uploading anything by hand. Connect **Box** or **Microsoft OneDrive** once, map the folders you use to your matters, and Paxton keeps pulling in new and updated records automatically. Changes flow from Box or OneDrive into Paxton. The connection is authorized with read and write permissions so future capabilities won't require reconnecting, but today's sync is strictly read-only — Paxton does not edit, move, or delete anything in your connected account.

1. Open **Settings** from the account menu in the bottom-left.
2. Under **Connected Accounts → Document Management**, choose **Box** or **Microsoft OneDrive** and authorize the connection.
3. Map the folders you want to sync to a matter. No files sync until you map folders to matters. Each synced folder can hold up to 25,000 files and 1,000 folders.

> **Dropbox** and **Google Drive** are coming soon.

> **Learn more:** See [Continuous File Integrations](/help/integrations/continuous-file-integrations.md) for full setup steps and how one-way sync works.

<figure><img src="https://1404317777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCY0Bz9NWp8rqtfuqg7ne%2Fuploads%2FFuerld8UoqvnnYIxUb42%2Fpaxton-dms-settings-highlight-web.png?alt=media&amp;token=75a741c3-7065-4402-a288-4658d44af2ba" alt=""><figcaption></figcaption></figure>

***

#### 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**                                |
| Keep a matter's files in sync automatically            | **Continuous File Integrations (Box / OneDrive)** |

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


---

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