User Manual
  • Welcome
    • Getting Started
      • Introductory Note
      • Creating an Account
    • Setting up Workspaces
      • Buying a new Workspace
      • Single cluster and multiple cluster
        • Setting up a Single Data Cluster
        • Setting up Multiple Data Clusters
      • Setting up Fields to Extract
      • Setting up Export Templates
    • Assign Users
      • Create Users and add them to the Realm
      • Assign User To A Workspace
    • Running the Extraction WorkFlow
      • Upload Documents
        • Uploading documents from the Admin panel
        • Uploading documents from Web App
      • Extract Records
      • Verify Records
      • Export Data
    • Databridge
      • Inbox
      • Purchase Orders
      • Sales Order
      • Exception
      • General
      • Duplicates
      • Starred
      • Direct Entry
      • Audit Logs
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On this page
  1. Welcome
  2. Running the Extraction WorkFlow
  3. Upload Documents

Uploading documents from Web App

PreviousUploading documents from the Admin panelNextExtract Records

Last updated 11 months ago

  • Navigate to the main document listing page.

  • Locate and click the "Upload" button.

  • Select the desired documents to upload from the file explorer window.

  • Select the document and click “Upload” button.

  • Provide additional information for the documents on the right-hand side of the screen while the file upload process is underway OR while the file upload process is in progress, additional information for the documents can be found on the right-hand side of the screen.