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Upload project documents

Upload and submit project documents for automated processing and classification within a selected project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document uploader​

From your project workspace, open the file uploader dialog so you can add new project documents for processing.

Open the document uploader

Step 2: Add files by dragging and dropping​

Drag one or more supported files from your computer into the upload area; valid files are listed while any invalid files show an error and are rejected.

Add files by dragging and dropping

Step 3: Add files using the file picker​

Alternatively, click the upload button or dropzone to open your file browser, then select the documents you want to upload; only supported file types are accepted.

Add files using the file picker

Step 4: Review file handling tier information​

If needed, expand the file handling tier information panel to understand how your documents will be processed, including any limits and behaviour for different file sizes.

Review file handling tier information

Step 5: Start uploading documents​

Confirm the list of files and start the upload; each file shows its processing status and progress as it is sent to the server.

Start uploading documents

Step 6: Monitor progress and complete processing​

Watch the upload and processing indicators until all files reach a completed status, then close the uploader; the documents are now available within the project.

Monitor progress and complete processing

Last updated: 2026-01-20