--- title: How Do I Upload a Document to the CI People Directory? description: Article explaining how to upload documents to legal professional profiles in the CI Directory --- [Skip to content](https://km.courtroominsight.com/knowledge/how-do-i-upload-a-document-to-the-ci-directory#main-content) English Show submenu for translations [![courtroom\_symbol\_colorPNG-3](https://km.courtroominsight.com/hs-fs/hubfs/courtroom_symbol_colorPNG-3.png?width=50&height=60&name=courtroom_symbol_colorPNG-3.png)](https://www.courtroominsight.com/user/login?n=3&hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://www.courtroominsight.com/company/contact-us) [Contact us](https://www.courtroominsight.com/company/contact-us?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [CI Knowledge Base](https://km.courtroominsight.com/knowledge?hsLang=en) 2. [How-To's](https://km.courtroominsight.com/knowledge/how-tos?hsLang=en) # How Do I Upload a Document to the CI People Directory? ## This article explains how CI’s document upload feature works and how to attach files to profiles on the platform. Below is a walkthrough of how to upload documents, add helpful metadata, and ensure your files are stored and accessible where your team can find them. **Step 1**: Navigate to the Relevant Page or Profile Go to the profile where you want to attach a document. **Step 2**: Locate the “Documents” Section Within the selected profile, find the “Documents” panel, and locate the “Add Document” button. This section contains existing attachments and the option to add new ones. ![](https://km.courtroominsight.com/hs-fs/hubfs/image-png-Nov-18-2025-08-50-56-6920-PM.png?width=670&height=180&name=image-png-Nov-18-2025-08-50-56-6920-PM.png) **Step 3**: Click the “Add Document” Button Select the “Add Document” button which opens a file selection panel box. ![](https://km.courtroominsight.com/hs-fs/hubfs/image-png-Nov-18-2025-08-50-45-4494-PM.png?width=670&height=244&name=image-png-Nov-18-2025-08-50-45-4494-PM.png) **Step 4**: Select Your File Documents can be uploaded in two different ways: - by uploading a file - inserting a URL If uploading via URL, copy and paste the document URL into the “Document URL” box. If uploading a file, click “Click to Upload” and choose the file you want to upload from your device. Supported file types include: | PDF | TIFF | | --- | --- | | TIF | DOC | | DOCX | XLS | | XLSX | PPT | | PPS | PPTX | | PPSX | PUB | | NRL | | Once file is selected, click “Open”. Add a title for your document if necessary. ![](https://km.courtroominsight.com/hs-fs/hubfs/image-png-Nov-18-2025-08-50-35-1170-PM.png?width=670&height=472&name=image-png-Nov-18-2025-08-50-35-1170-PM.png) **Step 5**: Managing Folders To add a document to a folder while uploading, select the Folder dropdown menu. The default folder is “Documents Provided by Person”, which shows self-reported documents. You can add a new folder by selecting “Add New Folder. ![](https://km.courtroominsight.com/hs-fs/hubfs/image-png-Nov-18-2025-08-49-23-2640-PM.png?width=670&height=474&name=image-png-Nov-18-2025-08-49-23-2640-PM.png) You can also create a new folder from the “Documents” screen, by clicking “Create New Folder” and following the same steps. ![](https://km.courtroominsight.com/hs-fs/hubfs/image-png-Nov-18-2025-08-49-14-4127-PM.png?width=670&height=192&name=image-png-Nov-18-2025-08-49-14-4127-PM.png) **Step 6**: Save Your Upload Click “Save” once the document is uploaded. Your document will now appear in the list of attached files. ![](https://km.courtroominsight.com/hs-fs/hubfs/image-png-Nov-18-2025-08-49-04-3686-PM.png?width=670&height=225&name=image-png-Nov-18-2025-08-49-04-3686-PM.png) **Step 7**: Verify the Upload Ensure the file: - Appears in the document list - Displays the correct metadata (if available) - Opens without issue when clicked **Still Need Help?**    *If you still have questions or experience issues, our Customer Care team is here to help. Contact us by email (*[*customercare@courtroominsight.com*](mailto:customercare@courtroominsight.com)*) or phone (415-593-1499 x405) to get connected with a team member within 24 hours.*    - [How-To's](https://km.courtroominsight.com/knowledge/how-tos?hsLang=en) - [Release Notes](https://km.courtroominsight.com/knowledge/release-notes?hsLang=en#main-content) - [CI Directory](https://km.courtroominsight.com/knowledge/release-notes?hsLang=en#ci-directory) - [Integration Guides](https://km.courtroominsight.com/knowledge/integration-guides?hsLang=en) - [Support](https://km.courtroominsight.com/knowledge/support?hsLang=en) # Courtroom Insight, Inc. Revealing connections between people, matters, & companies. [mailto:customercare@courtroominsight.com](mailto:customercare@courtroominsight.com) Copyright © 2026, Courtroom Insight, Inc.