1. Select your files
- Use Upload Files to choose supported documents. Read the accepted formats and size limits shown in the uploader.
- Check the selected files before starting. Remove anything you do not intend to process.
- A PDF containing several separate documents can be prepared with PDF Split first.
2. Choose a destination
- Review the destination controls and any per-file folder choices.
- Your folder structure, naming patterns, and extracted information guide organization. A selected destination is not a guarantee that every extracted value is correct.
3. Review limits and duplicates
- The scan allowance, files per scan, and maximum file size are separate limits.
- Read duplicate warnings before deciding whether to include a file again.
- For an oversized file, use optimization where offered, then check readability.
4. Start and follow progress
- Starting processing is different from merely selecting a file.
- Wait for each file’s result. Upload, analysis, classification, and storage actions can finish at different times.
- Check Documents for the resulting record and any review or error state.
If a file fails
- Read the specific error before retrying: format, size, quota, storage access, and unreadable content require different fixes.
- Check whether a document or output already exists before submitting it again.
- Use Retry when offered after correcting the cause.
Review one file first
Start with a document you recognize. Inspect the extracted values, filename, and folder, then use a larger batch once the setup matches your needs.
Remove a selection versus delete a stored document
Removing a file from a pending upload selection prevents that selected item from being submitted through the current batch. It is different from Documents → Delete permanently, which removes a stored document.
After a partial batch result
- Check each file’s result, not only the batch total.
- Some files may have completed while another was rejected as unsupported, oversized, or duplicate.
- Resolve the affected files and inspect existing Documents records before resubmitting the whole batch.