When a client uploads a document to a Client Task, AI File Routing suggests an existing folder in that client's Client Files for a copy. You can review the destination or let AI file high-confidence matches automatically. The original upload stays attached to the task, so your team can find it while working and in the client's organized files.
Choose how files are routed
Navigate to Settings > AI Agents and open File Route.
Check that AI File Routing Agent is on.
Under How Should AI Handle File Routing?, choose:
Always Ask: review each suggested destination before a copy is filed.
Just Do It: automatically file a copy when AI has a high-confidence match.
Changes save automatically. AI File Routing is available on all plans. Accounts starting with AI Agents enabled receive routing in Always Ask mode; your firm's previously saved settings still apply.
ℹ️ Heads up! Managing these settings requires Manage AI Document Settings permission. If the agent's switch is unavailable, check the master AI Agents switch on Manage AI Agents.
Review a folder suggestion
Open the project's Client Tasks and find the client's uploaded file. A suggested destination appears beneath the file name as Copy to followed by the folder name. Hover over the folder name to see its full path.
Choose the action that fits:
Copy to Folder: accept the suggested destination and file a copy.
Edit: choose another folder for this client, then click Copy to "[folder name]" to confirm.
Reject: dismiss the suggestion and leave the original upload on the task.
After a copy is filed, Copied to shows the destination. Use that folder link to open the copy in Client Files.
Help AI find the right folder
AI selects from the client's existing folders; it does not create a folder structure for you. Set up clearly named folders in Client Files so there is an appropriate destination for each document.
If the upload also has a pending AI File Renaming suggestion, resolve that first. Routing waits until the file's name is settled.
If AI cannot confidently suggest a folder, it leaves the file for your review instead of automatically filing it. Hover over the warning icon for the explanation. Dismiss clears the notice; it does not file a copy.
Turn off automatic filing
To review suggestions before files are copied, return to File Route and select Always Ask. To stop new routing suggestions too, turn off AI File Routing Agent. The master AI Agents switch on Manage AI Agents pauses all AI agents for your firm.
Need more help? Click the chat bubble in the bottom right corner of your screen to connect with our support team.