Upload project documents
Use the upload drawer to drag and drop documents or archives, track processing progress, and resolve any revision matches for existing documents.
This guide is designed for project manager.
Steps
Step 1: Open the upload drawer
Open the upload drawer from the documents area to start adding new files to your project workspace.
Step 2: Drag and drop files into the drawer
Drag one or more files, or a ZIP archive, into the highlighted drop area and release them to begin pre-flight checks.
Step 3: Review file handling tiers
Check how each file will be handled (processed, stored, metadata-only, or expanded from archives) using the tier descriptions shown in the drawer.
Step 4: Monitor upload and processing progress
Watch the per-file status and progress indicators as documents upload, are processed page by page, and become ready to use.
Step 5: Handle validation errors and retries
For any files that fail validation or processing, review the error message and, where allowed, retry the upload directly from the drawer.
Step 6: Review and confirm revision matches
When a file appears to be a new revision of an existing document, use the revision match modal to confirm or adjust the match before finalising.
Step 7: View batch upload summary
After the batch completes, review the summary of accepted, processed, skipped, and failed files to confirm everything uploaded as expected.
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Last updated: 2026-09-03