Files
Workspace library for PDFs, images, and spreadsheets used with Artha and imports — list or grid view, search, and filters.
Last reviewed 2026-07-19
Files is the workspace library for documents you upload — especially statements and attachments used with Artha.
Open Files from the sidebar.
Limits
| Limit | Value |
|---|---|
| Size per file | 10 MB |
| Files per upload | Up to 10 |
| Supported types | PDF; images (JPEG, PNG, WebP, HEIC); spreadsheets (CSV, TSV, Excel, ODS); plain text / JSON as listed in the uploader |
| Duplicate names | Allowed |
| Conversation retention | Uploads tied to Artha conversations are kept for 30 days |
Deleting a file soft-deletes it. Chat messages may still mention it, but download fails afterward.
What belongs here
Uploads such as:
- PDF statements
- Images of documents
- Spreadsheets (CSV and similar)
- Other supported file types under Other
Files stay tied to your workspace so you can find an upload later without digging through a single chat.
Working with files
The library uses a two-row toolbar:
- Library title and search — find files by name
- Selection, view, and filters — stay in place when you select files
You can:
- Switch between list and grid views (your choice is remembered on this device)
- Filter by type (PDF, Spreadsheet, Image, Other)
- Select files, then Select all (visible matches), Clear, or Delete selected
- Download (secure temporary link), preview when supported, or remove a file
On smaller screens, selection and filter controls stay the same shape and show icons; labels appear on larger screens.
Treat uploads as sensitive financial documents. Prefer the official Invesh surfaces; do not share statements through untrusted channels.
How Files fits with Artha
You can attach files while chatting in Artha — upload new ones, or pick from Recent files (same list/grid library and type filters). Those uploads appear in Files so you can reuse or clean them up later.
Removing a saved library file from the chat composer only detaches it from that message. The file stays in Files until you delete it there. Fresh uploads that were never kept in the library are still cleaned up when you remove them from the composer.
Review any import proposal in Artha before you approve a change.