Upload documents

With the Upload option, you can quickly and easily upload files and documents into Entities. You can upload documents from your computer, Sharepoint or OneDrive,

You can import files with Entities AI Assistant using the Upload with AI option available on selected pages.

Import documents with Entities AI Assistant

Note

Only supported file types are accepted. Any invalid file types will be highlighted.

  1. On the My Portal page, drag one or multiple files on the Upload button. Alternatively, select Wizards > Import Document

    The Import Document Wizard opens.

  2. (Optional) On the Attach Document To screen of the wizard, you can select the entity you want to attach the document to. Select Next.

  3. On the Document Properties screen, review the list of the documents and complete the Document Properties section. Select Next.

    Invalid document types are highlighted with an error message. Select Remove files to remove the invalid file.

    Note

    If multiple files were uploaded by dragging, it is not possible to remove a single file. Choosing Remove files removes all uploaded files from the wizard.

  4. On the Document Properties page of the wizard, from Operation, select the source of your documents.

    • To upload from your computer, select Upload document from your computer or Upload multiple documents from your computer. Select Choose Files and browse through documents, or drag and drop files into the wizard.

    • To upload from Sharepoint or OneDrive, use the Select from Sharepoint /OneDrive option. If you’re not signed in to the service, a pop-up will prompt you to sign in before proceeding to the file picker. Select Browse Files and add files to upload.

      Note

      When you add files from Sharepoint or OneDrive, the system saves them with the upload date as the Produced On date.

  5. On the Extra Properties screen, enter keywords that are to be recorded against the document. Select Next.
  6. On the Convert Documents to Adobe PDF screen, select an option for PDF conversion.
  7. Select Finish.

    The document is attached to the selected Data Library record.

    Note

    If no entity is selected for the uploaded document to be attached to, the file is saved to Working Documents.