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

# Working with Files

> Give agents a searchable, editable Library of work context

Doe treats files as working context, not static attachments. Agents can search file contents, read documents with citations, extract structured data, fill forms, edit PDFs and DOCX files, analyze spreadsheets, and save new files back to your workspace.

## Supported Files

| Type          | Formats                                                                                  |
| ------------- | ---------------------------------------------------------------------------------------- |
| Documents     | PDF, Word `.doc`, `.docx`, text, Markdown                                                |
| Presentations | PowerPoint `.ppt`, `.pptx`                                                               |
| Spreadsheets  | Excel `.xls`, `.xlsx`, CSV, TSV                                                          |
| Data and code | JSON, YAML, HTML, CSS, SQL, Python, JavaScript/TypeScript, and other common code formats |
| Images        | JPG, JPEG, PNG, WebP, GIF, HEIC, HEIF                                                    |
| Archives      | ZIP files containing supported file types                                                |

Limits:

| Limit                    | Value     |
| ------------------------ | --------- |
| Individual file size     | 50MB      |
| ZIP supported-file count | 200 files |
| ZIP extracted size       | 500MB     |
| Folder depth             | 5 levels  |

## Uploading Files

### Chat Uploads

Upload files directly into a conversation for one-off analysis or request context. Click the upload button, drag files into chat, or paste images.

Chat uploads stay attached to that conversation.

<video autoPlay loop muted playsInline style={{ borderRadius: '0.5rem', width: '100%' }}>
  <source src="https://mintcdn.com/doe-478f304b/IyvoT4ZfYhyddIti/videos/plusupload.mp4?fit=max&auto=format&n=IyvoT4ZfYhyddIti&q=85&s=f644fd81648eb391dc9e69bf3d9f000a" type="video/mp4" data-path="videos/plusupload.mp4" />
</video>

### Library Uploads

The Library is your central file hub. Upload files here when you want to organize, share, search, and reuse them across conversations.

Library supports folders, drag and drop, ZIP upload, grid/list views, previews, sharing, downloads, moving, deleting, and bulk file actions.

<video autoPlay loop muted playsInline style={{ borderRadius: '0.5rem', width: '100%' }}>
  <source src="https://mintcdn.com/doe-478f304b/b0vPA7VtJKBRskIp/videos/libupload.mp4?fit=max&auto=format&n=b0vPA7VtJKBRskIp&q=85&s=82fa9bbaaaff6e4aa6ddc28e09f3361f" type="video/mp4" data-path="videos/libupload.mp4" />
</video>

## Organize the Library

Use the Library when files need to be reusable, searchable, and shareable across tasks, teams, and recurring reports.

| Capability          | What it helps with                                                            |
| ------------------- | ----------------------------------------------------------------------------- |
| Search and filters  | Find files by name, type, owner, folder, indexing status, or related session  |
| Ownership views     | Separate your files from items shared with you                                |
| Grid and list views | Scan thumbnails visually or review details in rows                            |
| Sorting             | Sort by name, owner, modified date, size, or kind                             |
| Nested folders      | Keep project files, recurring reports, source packets, and exports together   |
| Breadcrumbs         | Move through folder levels without losing context                             |
| Drag and drop       | Move files or folders into the right place                                    |
| Multi-select        | Bulk download, move, delete, or share groups of files                         |
| Previews            | Open PDFs, images, documents, spreadsheets, and generated files before acting |

<Tip>
  For repeatable work, create a folder for the source files and a separate folder for generated outputs. Then mention the source folder when asking Doe to work from it.
</Tip>

### Agents Can Organize the Library Too

You can ask Doe to manage the Library directly: create folders, create text files (Markdown, CSV, JSON, and other text formats), and rename or move files and folders into the right place.

```text theme={null}
Create a "Q3 Reports" folder, move last week's generated workbooks into it,
and rename them with the reporting week in the filename.
```

System folders such as Chat Sessions are managed by Doe and stay read-only.

### Sync Local Folders with Desktop Vault

With the [Doe desktop app](/essentials/desktop), Desktop Vault watches folders you choose on your computer and keeps them synced into a **Desktop** folder in the Library, where the files are indexed and searchable like any other upload. Synced folders are managed by Desktop Vault and protected from accidental moves or deletion; removing a watched folder releases it while keeping the files already synced.

## Search Files

Doe has two different file-search surfaces.

| Search type    | What it finds                                                                                          | How to use it               |
| -------------- | ------------------------------------------------------------------------------------------------------ | --------------------------- |
| Library search | Filenames, folders, owners, file type, indexing status, and file metadata                              | Search in the Library       |
| Content search | Exact and semantic matches inside indexed PDFs, Word docs, Excel files, CSVs, text, Markdown, and JSON | Ask Doe in the conversation |

Content search uses hybrid semantic and keyword search. It can search across accessible organization files by default, scope to mentioned files, and cite source files, sections, pages, or passages when available.

Examples:

```text theme={null}
Search all uploaded contracts for renewal notice language.
Return the filename, page or section, and clause text.
```

```text theme={null}
Find the spreadsheet or CSV that mentions "net revenue retention" and summarize the relevant rows.
```

```text theme={null}
Search the Client Submissions folder for Sean Ashe's latest materials.
```

<Tip>
  If you know the filename, mention it directly. If you do not, ask Doe to search first.
</Tip>

<Warning>
  File access respects sharing and organization permissions. If Doe cannot access a file, ask the owner to share it or use an accessible copy.
</Warning>

***

## Analyze and Extract

Mention files with `@` when you want Doe to inspect them directly.

| Work                  | Example                                                                                                   |
| --------------------- | --------------------------------------------------------------------------------------------------------- |
| Extract info          | `@contract.pdf What are the payment terms? Cite the page.`                                                |
| Structured extraction | `Extract company name, signer, effective date, renewal term, and governing law from @msa.pdf as a table.` |
| Compare files         | `Compare pricing in @vendor-a.pdf and @vendor-b.pdf. Put differences in a table.`                         |
| Analyze data          | `@sales.csv Which products are trending down? Create a chart.`                                            |
| Generate a file       | `Create a clean summary spreadsheet from @raw-export.csv.`                                                |

## Fill and Edit Documents

Doe can inspect, read, extract from, and edit supported documents. For PDF and DOCX tasks, Doe can fill forms or modify a document and save the edited version as a new file.

Word documents open in a full editor in the preview pane, so you and the agent can work in the same document at the same time:

* Formatting toolbar and live collaboration
* Comments: select text to start a comment thread, with a comments panel beside the document
* Review controls for agent edits: step through diffs and accept or reject each change, or accept and reject all at once
* Download as an editable Word document or a saved PDF copy

Markdown files are editable in the preview pane as well (`Cmd + S` saves).

Common document tasks:

| Task                        | Prompt                                                                                           |
| --------------------------- | ------------------------------------------------------------------------------------------------ |
| Fill a form from context    | `Fill @w9.pdf using the company details in @profile.docx. Save a completed PDF.`                 |
| Fill from chat instructions | `Use the details below to complete @vendor-form.docx. Leave unknown fields blank and list them.` |
| Find the right source first | `Search all files for our legal entity details, then fill @onboarding-form.pdf.`                 |
| Verify the result           | `After saving the filled PDF, re-open it and check that every required field is populated.`      |

Edited files preserve lineage back to the source template when available, so agents can tell whether a file is an original template or a derived document.

<Warning>
  For high-stakes documents, review the completed file before sending or signing it. Scanned PDFs, ambiguous fields, radio buttons, and unusual DOCX structure may require manual verification.
</Warning>

## Generated Files

Agents can create artifacts such as:

* Filled PDFs and DOCX files
* Cleaned CSVs
* Excel workbooks
* Charts and images
* Research reports
* Exported spreadsheet files

Generated files appear in the conversation and can be opened in the preview pane. When saved to the Library, they can be searched, shared, downloaded, and reused like uploaded files.

From the generated file list in chat, open the file in preview, download it, or jump to its Library folder when it has been saved there.

***

## Common Questions

<AccordionGroup>
  <Accordion title="What's the difference between chat uploads and Library uploads?">
    **Chat uploads** stay with that conversation. **Library uploads** are available across all chats and can be shared with teammates.
  </Accordion>

  <Accordion title="Can Doe search inside files without me naming the exact file?">
    Yes. Ask Doe to search your accessible indexed files by topic, phrase, person, metric, or clause. For best results, include specific names, dates, terms, or folder context.
  </Accordion>

  <Accordion title="Can Doe fill a PDF or Word form?">
    Yes, for supported PDFs and DOCX files. Doe saves an edited copy and should tell you what was filled, what was uncertain, and what still needs review.
  </Accordion>

  <Accordion title="Why won't my file upload?">
    Check that it is under 50MB and a supported format. ZIP files can contain up to 200 supported files and up to 500MB extracted.
  </Accordion>

  <Accordion title="Can I delete a file someone shared with me?">
    No. Only file owners can delete. You can view and download shared files.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Prompting" href="/essentials/asking-questions">
    Get better results from agents
  </Card>

  <Card title="Search" href="/essentials/search">
    Search conversations, files, and connected apps
  </Card>

  <Card title="Sharing" href="/essentials/sharing">
    Share files, folders, responses, and conversations
  </Card>

  <Card title="Spreadsheets" href="/essentials/spreadsheets">
    Work with spreadsheet files and Google Sheets
  </Card>

  <Card title="Preview Pane" href="/essentials/chat">
    Watch agents work in real-time
  </Card>
</CardGroup>