In addition to the documents that Aiden automatically adds to your file, you can upload your own files to keep everything centralised and secure in one place.
How to upload a document
- Go to the Documents section
- Click the Upload document button
- Select the file from your device (PDF, Word, Excel or images)
- Assign it a category to keep it organised
- Save. The file is stored securely and is only accessible to you and Aiden’s authorised team
Supported formats
- PDF: the ideal format for contracts and official documents
- Word and Excel: for editable documents
- Images (JPG, PNG): for scans or photographs of documents
Best practices for organisation
- Use descriptive names: «Contract_client_ABC_2026.pdf» is much more useful than «document1.pdf»
- Upload high-quality originals: avoid blurry scans or poorly lit photographs, especially for important documents
- Assign the category correctly: it will save you time when you search for the document later
- Upload key documents: contracts, agreements, policies — everything you want to have at hand
💡 Tip: for important contracts, once uploaded you can use Lunnar’s analysis to have it summarise the content or highlight key clauses before you sign.