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Manual Import

Upload files directly through the web interface for immediate processing or review.

Upload Methods​

Drag and Drop​

  1. Navigate to your project's Inbox folder
  2. Drag files from your computer directly onto the upload area
  3. Files are automatically validated and uploaded

File Browser​

  1. Click "Upload documents" in the Inbox toolbar
  2. Use the file browser to select documents
  3. Select multiple files using Ctrl/Cmd + click
  4. Click "Upload" to begin processing

Bulk Upload​

Upload multiple files simultaneously:

  • Maximum 100 files per batch
  • Individual file size limit: 40MB
  • Page size limit: 20MB per page within a file

Supported Locations​

Upload files to different folders based on your workflow:

  • Inbox - Default location for new uploads awaiting processing
  • Custom Folders - Organize uploads by type, source, or status
  • Bin - Not available for upload (deletion only)
  • Processed - Not available for upload (system-managed)

Upload Process​

  1. File Validation - System checks file type and size limits
  2. Upload Creation - Files become an upload with individual tasks
  3. Task Generation - Each file becomes a separate processing task
  4. Queue Processing - Tasks enter your project's processing pipeline

File Organization​

Upload Naming​

Uploads receive names based on the task file name:

  • Single file uploads: Uses the file name
  • MSG/EML files: Uses the email subject line
  • Each upload is processed as an individual item

Troubleshooting​

Upload Failures​

Common issues and solutions:

  • File too large - Split or compress files under 40MB
  • Page too large - Reduce individual page size under 20MB
  • Unsupported format - Convert to supported file types
  • Network timeout - Try smaller files or check connection

Processing Delays​

Uploads may queue during high volume periods. Monitor progress in the Inbox folder and check individual task status for detailed processing information.