My Documents

One place for every file your team uploads

Upload any file — PDFs, Word, Excel, images, video, audio, code, archives, and more — into a single organized workspace. A built-in AI Assistant helps you make sense of what's inside, and any document can be linked straight to the project it belongs to.

Any file
PDF, Word, Excel, Images & More
1-Click
PDF Export & Print
Built-in
AI Assistant
Linked
To Project Management
Upload & Organize

Every file type, one organized table

Upload PDFs, Word docs, spreadsheets, images, video, audio, code files, archives, JSON, and plain text — all into a single table view you can scan at a glance.

  • Table view with Title, Source, Project, and Date columns for every uploaded file
  • Quick row actions: View, Download as PDF, Print, and Delete
  • Works with any file type — no conversion or reformatting required to upload
  • Everything lives in one place instead of scattered across email and chat threads
Open My Documents
totalapp.app/my-documents
📁 My Documents
TitleSourceProjectDate
Vendor Contract.pdfUploadQ3 LaunchJul 8
Onboarding Guide.docxUploadHR RolloutJul 6
Budget Tracker.xlsxUploadQ3 BudgetJul 3
Warehouse Layout.pngUploadJun 29
AI Assistant Built In

Make sense of what you upload

Every My Documents workspace has the same sparkle-icon AI Assistant used across TotalApp — it slides in from the side and helps you understand the files you've uploaded, without leaving the screen.

  • Summarize a document, explain its contents, or ask plain-English questions about it
  • Switch between documents and ask the assistant about each one
  • Save the assistant's analysis as a report you can revisit anytime
See the AI Assistant
My Documents / AI Assistant
AI Assistant
Reading: Vendor Contract.pdf
Can you summarize the payment terms in this contract?
Summary
Net-30 payment terms, 2% early-payment discount within 10 days, auto-renews annually unless cancelled 60 days before term end.
💡 Want to save this summary as a report?
Ask about this document...
Link to Projects

Documents that live alongside the work

Link any uploaded document to a Project Management project directly from its row menu, so it stays connected to the work it supports — and find it again from the project it belongs to.

  • "Link to Project" action available on every document row
  • Documents show their linked project right in the table
  • Find related documents from the project they belong to

Looking to write content with AI instead of uploading it? See Writer Tools.

Open Project Management
My Documents / Link to Project
🔗 Link to Project
Vendor Contract.pdf
Linked to "Q3 Launch Campaign"
Onboarding Guide.docx
Linked to "HR Rollout"
Find it from the project
Documents tab inside Project Management
Add to Knowledge

Turn an upload into reusable knowledge

Send any uploaded document straight to My Knowledge with one click — its text is extracted and becomes an Attach Knowledge source, ready to ground Writer Tools and the CRM, Warehouse, Manufacturing, and Field Service AI Assistants.

  • "Add to Knowledge" action right in the document's row menu
  • No re-uploading — the same file becomes a knowledge source instantly
  • Mark it tenant-wide afterwards so the whole company can draw on it
See Knowledge Across the Business
My Documents / Add to Knowledge
📎 Add to Knowledge
Vendor Contract.pdf
Added to Knowledge ✓
Onboarding Guide.docx
Added to Knowledge ✓
Now usable in
Writer Tools, CRM, Warehouse, Manufacturing, Field Service

Everything your uploaded documents need

Upload once, find it fast, and let the AI Assistant help you make sense of it.

📄

Any file type

PDF, Word, Excel, images, video, audio, code, archives, and more — upload it all in one place.

🖨️

One-click PDF export

Download any uploaded document as a PDF straight from its row menu.

🖨️

Print directly

Send a document straight to print without opening a separate app.

AI-powered summaries

The built-in AI Assistant reads your documents and helps you make sense of them.

🔗

Project linking

Link any document to a Project Management project so it lives alongside the related work.

Fast row actions

View, download as PDF, print, or delete a document in a single click from the table.

Ready to organize every file your team uploads?

Join teams using TotalApp's My Documents to upload, organize, and make sense of their files with AI, all in one place.