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Upload project documents

Use the project document uploader to add files to a project, validate them, and send them for processing.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the file uploader​

Open the document upload dialog from your project workspace so you can add new files for processing.

Open the file uploader

Step 2: Add files by dragging and dropping​

Drag one or more documents from your computer into the upload area; valid files will be listed and any invalid ones will show an error message.

Add files by dragging and dropping

Step 3: Add files using the file picker​

Use the upload button to open your system file picker, select the documents you want to upload, and confirm so they appear in the file list.

Add files using the file picker

Step 4: Review file validation and tiers​

Check each file’s validation status and, if available, expand the tier information panel to understand how your files will be handled.

Review file validation and tiers

Step 5: Remove unwanted files before upload​

Use the remove or bin icon next to any listed file to delete it from the pending upload list before you start uploading.

Remove unwanted files before upload

Step 6: Start uploading documents​

Begin the upload process so each file is sent for processing, watching the progress indicators as they complete.

Start uploading documents

Step 7: Confirm upload completion​

After all files finish uploading, review the success notifications and close the dialog; your documents are now available in the project.

Confirm upload completion

Last updated: 2026-02-15