Your Drive isn't a PDF graveyard. Not anymore, anyway.
A folder stores files with unreadable names. Charta reads every document on import and extracts the client, category and key fields — automatically. Filed before you even thought about it.
No more manual sorting
"Invoice_v2_FINAL_final.pdf" in a folder called "Misc" — that's daily life with a classic file storage system. Charta reads the actual content of the document on import and suggests the category and client, without you having to open the file.
- Read at import. On upload, Charta reads the document's actual content — not its file name.
- Category and client suggested. The document arrives already filed: you confirm, that's it.
Key fields extracted, not just stored
Amount, due date, signer, client reference: the information that matters is extracted automatically and becomes filterable. A Drive doesn't know what it contains — Charta does.
- Instantly filterable. Amount, due date, signer become filters — not text locked inside a PDF.
- Zero data entry. Nobody retypes anything: the fields come out of the document on their own.
A filing system that adapts to you
You stay in control: every suggested category can be adjusted, and your own business categories are respected. It's not an AI deciding for you, it's an AI saving you the time of sorting.
- As many categories as your work needs. Progress reports, minutes, meeting notes, engagement letters — you create your own.
- Describe them, the AI learns. One descriptive sentence is enough for the AI to tell your document types apart, better and better.
Folders, if you really want them
Create folders and subfolders to organize your documents the way you always have. But combined with automatic filing and smart search, you can almost do without them: a document turns up in seconds, filed or not.
Discover smart search →The most common entry point: your inbox
Most business documents arrive — or pass through — email. Forward the PDF to your team's ingestion address (or your own, personal one): it is imported and filed automatically, without ever opening Charta.
Frequently asked questions
Do I need to set up my categories in advance?
No, but you can. Charta suggests a category on import based on the document's content; if it doesn't exist yet for your team, it's proposed on the spot. You always have the final say.
How is this different from a system like SharePoint or Google Drive?
A Drive stores whatever you put in it, with the file name as its only information. Charta reads the document's content — text, amounts, dates, parties — and files it based on that, not on a hastily typed file name.
Does it work on scanned documents?
Yes. Built-in OCR extracts text from scanned documents on import, so they get the same automatic filing as native documents.
Can I import documents by email?
Yes. Every team (and every member on the Premium plan) has a dedicated email address. Forward a PDF to it and it appears automatically in Charta, filed and ready to find — without opening the app.