# Documents Access and manage all documents associated with your CRM contacts, companies, and deals. Created April 1, 2026 ## Overview The Documents page gives you a centralized view of all files attached to your CRM records — contacts, companies, or deals. Use the navigation bar at the top to quickly switch between **All Documents** or **My Documents**. ## Organization ### Filtering  Narrow down the documents list using any combination of the following filters: - **Source Type** — filter by where the document originated - **Category** — filter by document category - **Date Uploaded** — filter by when the document was uploaded ### Column Display  By default, the following columns are displayed: **Type**, **Source**, **Company**, **Contact**, **Category**, **Size**, **Date**, & **Signing** You can optionally enable: **Uploaded By** & **File Type** ### AI Assistant  The built-in AI assistant can help you find and organize documents quickly. Use it to create custom filters, sort and group files, and locate what you need — without configuring everything manually. Simply describe what you want to see in plain language and the AI assistant will build the filter or grouping for you automatically.