To create your first document:
Alternatively, you can drag and drop a file into the browser window.
The file will be uploaded to the current folder.
If the file type has a Folder Mapping and the document is uploaded to root (My Drive), then the document will be uploaded to the folder mapping for that document type.
Supported file types include PDF, images (PNG, JPG).
XLSX and CSV files are supported, they can be used like any other document type. but they are marked as Datasets and can be used by Formula Fields.
XLSX and CSV files are expected to have:
Documents are processed in a multi-step workflow:
The document is uploaded and ready for processing.
Status: PENDING
A quick pass determines the document type, title, date, and total amount. This is a preliminary scan and the data may be overridden by subsequent steps.
Status: PARTIAL
A thorough extraction pass processes the document based on its document type schema. This step also runs Formula fields.
Status: EXTRACTED
Once the document data is extracted, it is indexed for search.
Status: INDEXED
Each step is processed separately in the background. Full processing typically takes less than 1 minute, but can take longer if the system is busy.
Link related documents together using the reconciliation feature: