How do I reuse a file I already uploaded?

Wherever you can upload, you can also choose Choose from Documents and pick the file. Nothing is uploaded or read again.

Updated 29 Sept 2026

Where it works

• Starting a draft in Drafting.
• Attaching PDFs to a Research question.
• Importing into Bookkeeping.
• Starting a GST recon.
• Adding past documents in Train your Charter AI.

Steps

1. 1Step 1: Choose Choose from Documents under the upload box.
2. 2Step 2: Search by file name, or filter by client, kind or date.
3. 3Step 3: Select the file and choose Use this file, or Add file when you can pick several.