> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adopt.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# File Explorer

> A per-client document library of raw source files that both agents and people can search during a run.

Not all data is structured. A close depends on bank statements and invoices; a tax engagement depends on source PDFs and spreadsheets. File Explorer is where those raw documents live — the counterpart to the [Data Store](/accounting/data-store), which holds structured rows. Where the Data Store has tables, File Explorer has files.

## What Is File Explorer?

File Explorer stores source documents — `.pdf`, `.xlsx`, `.csv`, `.doc` — organized into folders called **Document Stores**. These are the files an agent can search and reason over during a run, and the same files appear to the person in the conversation, so everyone sees exactly what the agent is working from.

<Info>
  File Explorer is a scoped, searchable document library — a shared drive that both the agent and the human can open, per client.
</Info>

## How to Access File Explorer

Click **File Explorer** in the left navigation, under the **Adopt Primitives** group.

<Frame>
  <img src="https://mintcdn.com/adoptai-0ccbafe4/e2oYi85duHN1wflQ/images/acct-file-explorer.png?fit=max&auto=format&n=e2oYi85duHN1wflQ&q=85&s=521c7d8a910ffb76398c0d33d80dbb7e" alt="Acct File Explorer" width="1495" height="812" data-path="images/acct-file-explorer.png" />
</Frame>

## Document Stores

The left panel lists your **Document Stores** — the folders that group a client's source material. Use the **+** button to create a new store. Everything you see is scoped to the workstream selected in the **Workstream** picker at the top right, so switching clients switches the documents in view.

## Inside a Document Store

Selecting a store opens its file list. Each file is shown with the details you need to manage it:

| Column       | What it shows                                                                                             |
| ------------ | --------------------------------------------------------------------------------------------------------- |
| **Filename** | The document's name, with a type icon.                                                                    |
| **Type**     | The file format — CSV, PDF, and so on.                                                                    |
| **Size**     | The file size.                                                                                            |
| **Status**   | Where the file is in processing — for example, **Uploaded** (ready) or **Queued** (still being ingested). |
| **Uploaded** | When the file was added.                                                                                  |

A **New folder** button lets you organize documents into sub-folders within a store.

## How Files Get There

Documents reach a store in two ways. You can upload them directly with the **Upload** button. Or an intake agent or pipeline can populate the store automatically — for example, pulling a client's R\&D source files from a shared drive into the workstream's document library, which is exactly what the R\&D Tax Credit Intake agent does.

<Note>
  Because a document's **Status** reflects ingestion progress, a file marked **Queued** isn't yet searchable by an agent. Wait for it to reach **Uploaded** before running an agent that depends on it.
</Note>

## Why File Explorer Matters

Accounting and tax work is document-heavy, and the source documents are often where the real answers live. File Explorer keeps each client's raw material tidy, searchable, and — critically — visible to both the agent and the reviewer. When an agent cites a figure from a bank statement, the reviewer can open that exact statement in the same view. No guessing about what the agent read.

## Next Steps

1. [See how structured data is handled in the Data Store](/accounting/data-store)
2. [Understand how Workstreams scope each client's documents](/accounting/workstreams)
3. [Watch files appear in a live run](/accounting/end-user-app)
