Your first upload
Getting started ›First documents
April 7, 2026Updated: April 7, 20264 min read2 views
How to upload your first document and understand the workflow
Uploading a document
Select category and type
- Category — the main container (e.g., Contracts, Invoices)
- Type — the sub-classification (e.g., Supply Contract, NDA)
The type determines:
- Custom fields available
- How AI analyzes the document
- Whether an approval workflow is needed
Drag or select
- Drag the file into the drop area
- Click to select it
- Upload multiple files at once
📄 Formats: PDF, DOCX, XLSX, images (PNG, JPG), and many more.
After upload
- The file goes to configured storage
- AI extracts metadata
- You get suggested title, description, fields and tags
- Confirm or edit the data
- The document is ready and searchable