> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://danalix.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# About Documents (Upload, Delete, Organize, etc.)


# About Documents

You are able to upload documents even after you have created a client. However, you do not have to create a client in order to upload documents on Danalix. To upload documents that are not driven from the client feature, use the [“Files”](#) navigation menu.

|| Note: You are able to upload documents with the following file types and extensions: images (jpg, jpeg, png), pdf, doc, xls, ppt. 

# How to Upload documents 

**Go to: **

Clients & Matters sidebar menu > Clients tab > find the Client’s Name > Actions menu > Upload Documents .

From the screen displayed, select the ‘Browse” button which will instruct you how to upload a document.


![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_7y7nv6.png)

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![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1s9hvzb.png)

Documents you have already uploaded for the client are displayed on the screen.

# How to View existing documents 

**Go to: **

Clients & Matters sidebar menu> Clients tab > find the Client’s Name > Actions menu > Upload Documents > documents you have already uploaded are displayed on the screen.

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1tpi2a0.png)

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![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_zz4nxh.png)

# How to Delete existing documents 

See the section on [“How to Delete a File](#).”

# Other actions you can perform on your documents (aka files)

See[ About Files ](#)sections for additional document information such as:

•	File types you can upload
•	How files are organized by default
•	How to organize files in folders
•	How to move or copy files from one folder to another
•	Deleting files
•	How to easily search for and find your uploaded files
•	Downloading uploaded files
•	Plus, any other related actions for you documents (files)