Uploading files and folders

Uploading files and folders

Accupe's document vault supports individual files and entire folder structures.

Uploading individual files

1. Open a client's Documents tab, or go to Documents in the sidebar for firm-wide files.
2. Click the Upload button.
3. Select Upload Files.
4. Choose one or more files from your computer.
5. Files are uploaded and stored immediately.

Uploading folders

1. Click the Upload button.
2. Select Upload Folder.
3. Choose a folder from your computer.
4. The entire folder structure is preserved, including nested subfolders.

Upload progress

A progress overlay appears at the bottom of the screen showing:

• Current file being uploaded
• Number of files completed out of total
• Overall upload percentage

Storage limits

Your available storage depends on your subscription tier:

Storage is shared across client documents and AI Chat uploads.

Supported formats: You can upload any file type. Common formats like PDF, Word, Excel, and images have built-in preview support.