Summary
Upload documents to your organization workspace for AI classification, extraction, and linking to shipments and suppliers.
Before you begin
Supported file types (PDF, images, common office formats — TS-004).
Storage within plan limits.
Steps
Go to Workspace → Documents (
?panel=workspace&tab=documents) or use Upload document from the sidebar create menu.Click Upload and select one or more files.
Confirm upload — each row shows processing status.
When status becomes ready, open the document detail panel for preview and extracted fields (DO-005).
Set document type if classification needs correction (DO-003).
Expected result
Files appear in the documents table with processing progress, then extracted data when complete.
Tips
Drag files onto creation flows when uploading in supplier/shipment context (DO-011).
Stuck processing: TS-002.
Common issues
Upload rejected — TS-004 (type/size).
Wrong classification — Change type manually (DO-003).
Related articles
DO-001
DO-004
SH-005
TS-002