Help Center

Adding documents

Upload files or forward emails and attachments into a project for asynchronous processing.

Empty projects show a full add-documents panel directly on the Documents page.
Projects that already contain documents show Upload Files and Send Emails buttons in the header.
The browser uploader accepts PDFs, images, Word documents, Excel files, and CSV files.
Uploads are limited to 15 MB per file.
PDF uploads are limited to 25 pages.
Uploads are processed asynchronously, so documents appear immediately and then move through pending and processing states.

Each project email address can receive forwarded emails and attachments.
Email body content and attachments can both become documents, depending on the project's email parsing setting.
The project settings page lets you choose whether to process Body & Attachments, Body Only, or Attachments Only.