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Find documents and the document-chat entry

Browse documents and identify the separate collaboration surface.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Open Documents to read the folder and document list. Select the folder or document you need to inspect before deciding whether any change is necessary.

Documents heading with Upload file and Add new folder controls
Documents heading with Upload file and Add new folder controls

Upload file and Add new folder are separate actions from browsing. Their presence depends on your access; viewing documents does not automatically allow you to upload, rename or delete them.

Find document chat

When document chat is enabled, its Cybooks AI page is available alongside the document area. The initial page shows a document-upload surface.

Cybooks AI document-chat entry with an empty upload area
Cybooks AI document-chat entry with an empty upload area

Opening the empty chat page does not upload a file or send an AI request. Choose a document and review the intended action before starting a separate upload or conversation.

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