> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/sharepoint/viewing-and-navigating-documents.md).

# Viewing & Navigating Documents

The **SharePoint** tab on a household record is a live view into that household's SharePoint folder. Everything you see here is read directly from SharePoint — there's no separate copy to keep in sync.

#### Opening the tab

1. Open the household (Account) record.
2. Click the **SharePoint** tab in the tab bar.
3. The tab loads the top level of the household's linked folder and shows its contents as a file/folder list.

{% hint style="warning" %}
If you see **"No SharePoint folder is configured for this household"** instead of a file list, this household hasn't been linked to a SharePoint folder yet. Ask your admin to set the folder mapping — see [Sharing Documents with Clients](/households/sharepoint/sharing-documents-with-clients.md) for where that mapping lives.
{% endhint %}

#### Navigating folders

* Click any **folder name** to open it. The breadcrumb trail at the top of the card updates so you can always see where you are and jump back to a parent folder.
* Click a **file name** to open it directly in SharePoint in a new browser tab.
* Click **SharePoint** (top right of the card) at any time to open the *current* folder directly in SharePoint itself — useful if you need SharePoint-only features like version history or detailed permissions.

#### Searching and sorting

* Use the **search box** to filter the current folder's contents by name.
* Click any column heading — **Name**, **Size**, **Modified**, **Modified by**, **Category** — to sort by that column. Click again to reverse the sort direction.

#### Category tags

Files can carry a **category** (e.g. Financial Statements, Identity Documents, Tax Documents), shown as a coloured pill next to the file name. Use the **filter chips** above the file list to show only one category at a time, or **All** to clear the filter.

#### Uploading files

1. Click **Upload** (top right of the card).
2. Drag files into the drop zone, or click **Browse files** to pick them from your computer.
   * Maximum file size is **10 MB per file**.
3. For each staged file, you can rename it and set its **Category** before uploading.
4. Click **Upload** to send the files. Each file shows a spinner while uploading, then a checkmark once it lands in SharePoint.

{% hint style="info" %}
Uploads go straight into the folder you're currently viewing in rubica — if you want a file in a subfolder, navigate into that subfolder first.
{% endhint %}