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

# Documents & Drive

> Where your files live, how they are organized, and how to add them.

Every matter and case has a **Documents** tab. Your files are organized by **category** rather than loose folders, and the actual file contents live in your firm's own Google Drive — not on our servers.

<Frame caption="The Documents tab — files organized by category">
  <img src="https://mintcdn.com/layereightconsulting/vTgsqoZWajE8jIyz/images/how-it-works/documents-tab.png?fit=max&auto=format&n=vTgsqoZWajE8jIyz&q=85&s=e855e9ac97e0e3a1740dec315c6186cd" alt="The Documents tab" width="2880" height="1800" data-path="images/how-it-works/documents-tab.png" />
</Frame>

## At a Glance

<CardGroup cols={2}>
  <Card title="Category, Not Folders" icon="tags">
    Files are organized by category, with flat and grouped views.
  </Card>

  <Card title="Your Own Drive" icon="google-drive">
    File contents live in your firm's Google Drive, not our servers.
  </Card>

  <Card title="Metadata Only" icon="database">
    Matter Vault stores the details about each file and a pointer to it.
  </Card>

  <Card title="Upload Flow" icon="upload">
    Pick a category, add files, and choose whether AI processing runs.
  </Card>
</CardGroup>

## The Documents Tab

The Documents tab lists everything filed on that matter or case. You can view it as a flat list — file name, processing status, category, who uploaded it, and a download link — or switch to a grouped view that stacks documents under their category headings with a count for each.

<AccordionGroup>
  <Accordion title="The document categories" icon="tags">
    Documents are sorted into categories such as **Court Order**, **Motion / Brief**, **Deposition**, **Financial Disclosure**, **Expert Report**, **Correspondence**, **Contract / Agreement**, and **Evidence / Exhibit**, with **Other** as a catch-all.
  </Accordion>
</AccordionGroup>

## How Google Drive Fits In

<AccordionGroup>
  <Accordion title="Where files actually live" icon="google-drive">
    Your documents live in your firm's own Google Drive. When you upload a file, it is moved into the matter's Drive folder, and each category maps to a named subfolder there — so the structure you see in the app matches what you would see in Drive.
  </Accordion>

  <Accordion title="What Matter Vault stores" icon="database">
    Matter Vault itself stores only the details *about* each file — its name, category, size, who uploaded it, and a pointer to the file in your Drive. We never hold the document contents. When you download, the file streams straight from your Drive. This is what the login screen means by "Files stay in your firm's own Drive."
  </Accordion>
</AccordionGroup>

## Adding a Document

<Steps>
  <Step title="Open the uploader" icon="upload">
    Click **Upload** on the Documents tab.
  </Step>

  <Step title="Pick a category" icon="tags">
    A category is required. For medical records, fill in the extra record details — record type, service dates, physician, provider, and which party it belongs to.
  </Step>

  <Step title="Choose files and options" icon="file-arrow-up">
    Choose one or more **files** (you will see progress for each), optionally add **notes**, and choose whether AI processing runs on each file.
  </Step>
</Steps>

The upload button activates once you have queued at least one file and chosen a category.
