Upload your first document

Step by step

1. Choose a representative sampleStart with a non-sensitive document that reflects the paperwork your team uses. Clear scans and photographs make review easier.
2. Choose the processing modeUse Full document workflow for Confirmation and optional review. Quick Upload & Export produces an unreviewed conversion and is excluded from Health.
3. Add the fileOpen Upload, use Browse Files or drag the file into the upload area. Supported formats shown in the app include PDF, DOCX, XLSX, JPG and PNG.
4. Set metadata if neededAutomatic Metadata classifies the document. Choose Project & Type when you want to assign these yourself. Check the per-file settings before processing.
5. Follow processing statusUse Upload status or Documents to find the record. If processing fails, read the error and use Retry Processing when available. File size alone does not determine processing time.

Open the resulting record and make sure it is the document you intended to process. Processing time varies with pages, layout, image quality and required recovery.