> ## Documentation Index > Fetch the complete documentation index at: https://docs.valaclaims.com/llms.txt > Use this file to discover all available pages before exploring further. # Documents > Upload, review, organize, and use records in a Client record. ## Overview Use **Documents** in a Client record to keep approved records and supporting material organized for review. The workspace helps you open documents, find them with search and filters, organize folders, and continue related work. The Documents tab showing folders, search, table columns, sorting, and filters. *Search and table controls help you locate Client documents quickly.* ## Work with documents Make sure you are in the correct Client record before uploading or changing a document. Add the records your organization is authorized to process. Review the visible processing status before relying on any AI-assisted outputs or document-derived information. Use search, filters, sorting, and available columns to locate a document, then open it and review the source. Use folders and document notes where available. You can also create a Task linked to selected document or documents, or bulk download selected material. Where available, review Client visibility before sharing a document through the Client experience. Use current C-File controls only when they are relevant to the Client's workflow. ## Best practices * Use clear organization conventions for folders, notes, and tags. * Review the original document before relying on summaries, suggestions, or extracted information. * Keep Client visibility and document selection intentional when sharing or downloading records. ## Related pages Review condition context from Client records. Track a document-related follow-up task.