Upload documents

Add documents to a matter by drag-and-drop, the Upload button, or dropping whole folders.

In the tab, drag your files onto the file table.

Drag-and-drop files or folders

1. Open the matter and go to the tab.
2. Drag files or folders from your computer onto the file table. The area highlights when it accepts the drop.
3. Release to drop. The Upload Manager opens with your files staged under Gather Files For Upload.
4. Review the list, then click to start.

Tip: You can also drop files or folders somewhere other than the file table:

• Drop directly onto a folder in the folder tree on the left to upload into that folder. BriefTech recreates any nested folder structure automatically.
• Drop straight onto the tab to add them at the top level of the matter.

Use the Upload button

1. On the tab toolbar, click .
2. Choose Upload Files to pick individual files, or Upload Folder to pick a whole folder (the structure is preserved).
3. Select your files in the system picker. The Upload Manager opens with them staged.

Start from an empty matter

If a matter has no documents yet, the tab shows a large drop zone reading Drop files or folders here for upload. You can:

• Drag files or folders onto it, or
• Click to pick them from your computer, or
• Click Just exploring? Load sample files to try BriefTech now. to preload a set of sample documents and see how BriefTech works without using your own files.

Note: If is missing from the Upload Manager, the dialog is waiting for a choice:

• If some of your files match documents already in the same folder of the matter, BriefTech asks whether to skip the duplicates or upload them anyway — pick one and the button returns.
• If you have unticked any item in the Files to Upload list, click Apply Selection to confirm your choice and continue.

Track uploads in progress

Once an upload starts, you can keep working — uploads run in the background.

• Click the button in the top bar to open the upload monitor, where you can track progress, retry failures, and cancel or clear files. For a full description of statuses and actions, see Upload monitor.
• In the upload monitor, each file moves through Pending → Uploading → Uploaded.
• Once a file reaches Uploaded, the server begins processing it in the background. You can track this in the file table: under Views in the left panel, select to see files still being processed, or to see files that are ready.
• A file that fails to upload shows Error in the upload monitor. It stays listed there until you retry it, and because it never finished uploading it does not appear in your document lists.
• A file that uploads but then fails to process appears in the view, marked with a red icon. The reason is shown in that view's Exception column, and hovering the icon shows it too — see Reprocess a failed document.

Wait for a file to appear under before you run AI analysis on it. Files still under are not yet ready for AI analysis.

Your documents are now in the matter: each file moves from Pending through Uploading to Uploaded in the upload monitor while you keep working, and once the server has processed it, it appears under and is ready for AI analysis.

Related

Upload monitor

Track upload progress, retry failures, and clear finished files.

Supported file formats

Which file types BriefTech can ingest and process.

File size and storage limits

Per-file and per-account upload limits.

Organise documents into folders

Structure uploaded files once they're in the matter.