Before You Upload: A Pre-Flight Check for Claude

One page of checks to run before a file goes into a chat or a project — the file itself, the account it is going into, and the difference between those two destinations that catches people out.

Uploading is a bigger decision than pasting a few figures. Project knowledge persists across every conversation in that project and reaches everyone who joins it later, which is the feature and the risk in the same sentence.

Covers hidden tabs, tracked changes and metadata; the confidentiality clause that may forbid the upload of the very document containing it; and the two after-the-job habits that need a named owner or they do not happen.