Quick Start Guide - Uploads

Navigate to the Document Upload Screen

After logging into Document Intelligence, navigate to the Uploads page to begin. 

NOTE: You may not see the upload option if your administrator has not granted you permission to upload in at least one security group.

What Kind of Document is It?

If your file is a single document, you can 1) choose the Document Type from the "type of documents" drop-down menu, or 2) let the Document Intelligence AI automatically make the identification for you. 

If your file contains multiple documents, the Document Intelligence AI will split and automatically identify the document types in the file.

Determine if the document belongs to a specific security group and choose from the drop-down menu.

Add Metadata

Prior to finalizing the upload, add any Tags, Facts or Users to the document(s) and then hit Upload to begin!

Upload Limitations

Document Intelligence can accept a variety of file types. There are some limitations and caveats to be aware of, depending on the type of file uploaded.

• Any document less than 1GB is able to be uploaded, regardless of the type
• Any file larger than 1GB cannot be uploaded and an error message will be shown 
• Any kind of processing is only run on
  • Image file types (.pdf, .tif, .jpg, .png)
  • Text Files (.txt)
  • Word Documents (.docx)

Please note, that the file type is determined by the extension. If the extension is wrong or missing when uploading the document, the application will be able to store it, but will not be able to process it since the type of file cannot be determined.

If you have any questions or technical difficulties, you can reach out to support@thoughttrace.com