> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pcnaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Documents and Uploads

> Upload, organize, and manage legal documents in the firm workspace.

# Manage Documents and Uploads

## What does this do for me?

Documents are stored securely in Cloudflare R2 with verified uploads. You can organize documents by matter, client, or category.

## 1. Create a document record

1. Open **Documents**.
2. Choose **New document**.
3. Select the matter or client the document belongs to.
4. Enter a name and choose a category.
5. Choose **Create document**.

## 2. Upload the file

1. After creating the document record, choose **Upload**.
2. Legal Hub calculates a **SHA-256 checksum** in your browser before uploading.
3. Upload the file. For larger files, Legal Hub streams the upload in parts.
4. Once the upload completes, Legal Hub verifies the stored object's size and checksum.

## 3. Find documents

Use the **Documents** list to search by name, filter by matter, client, or category. The document detail page shows uploaded versions and metadata.

## 4. Client-visible documents

Documents linked to a portal-enabled matter can be made visible to the client. Use the **Client access** settings on the document to control visibility.


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