How to Upload Documents Manually in Eve

Last updated: September 30, 2026

Overview

Documents can be uploaded from your computer at two points: while a matter is being created, or at any time afterwards from inside the matter using the cloud upload button.

Folder structure is preserved on upload, so a folder tree from your drive or document management system arrives in Eve looking the way it does on your machine.

Before You Start

  • Files must be downloaded locally. Dragging in a cloud-synced folder that has not downloaded, such as a Dropbox or OneDrive placeholder, may upload links rather than the files themselves.

  • Zip files must be extracted first. Eve does not unpack archives.

  • Files must be a supported type and within the size limits. See 📄 Supported File Types and Size Limits in Eve.

Where to Upload From

  • During matter creation. A panel on the right prompts you to upload or select documents.

  • Inside an existing matter. Click the cloud upload button. The same button is available in the Select Context section of the Talk to Eve bar.

Steps

  1. Open the upload dialog. Click the cloud upload button, or use the panel shown during matter creation.

  2. Select files or folders. Browse and select, or drag and drop into the upload area. Whole folders can be selected, and subfolder structure is kept.

  3. Review the selection. A confirmation screen lists everything chosen. Remove anything unwanted or add more before finalizing.

  4. Finalize the upload. Documents appear in the left panel of the matter.

Choosing Which Documents Eve Uses

Uploading a document makes it available to the matter. It does not automatically put it in front of Eve for the current session.

  • Documents in use in the current session are marked with a blue checkmark.

  • Click Using Files in the chat bar to see the list and select what Eve should work from. Select all selects everything.

  • Pin a document to the matter to have Eve reference it in new sessions without selecting it each time. Pinning suits core case documents.

Managing Uploaded Documents

  • Click a document name to preview it in the left half of the screen.

  • Use the ••• menu next to a document to rename, download or delete it.

  • Use the search field to find documents in a large matter.

If an Upload Fails

See 📄 File Upload Fails or Shows Error in Eve. For documents coming from a connected system rather than your computer, see 📄 How to Upload Documents from a Connected DMS in Eve.