Uploading a Single Document


Upload documents to the Documents Register to manage and perform actions on them.

To upload a single document:

  1. Click the plus icon and select Single item.

  2. Enter the document details.

  3. Click Attach files to upload files.

  4. Click Save.

  • Click Actions and select Duplicate to create a new document based on the attributes of a document you’ve selected.
  • Click the arrow next to Save and select Save & Transmit to automatically launch the transmittal generation screen after the document is uploaded.
  • If the Enable OCR PDF's on document upload project setting has been enabled, a batch process runs every 15 minutes and automatically applies optical character recognition (OCR) to PDF files.

Optical character recognition (OCR)

Document's OCR function is an automatic process that uses optical character recognition (OCR) to check PDFs for unextractable text and converts it to searchable text. This feature is available for PDF documents that are A4/Letter size or larger and written in English. Only files in the Document moduleare considered by the OCR function.

OCR functionality is enabled at the project level.(Project settings > Document > Upload > Enable OCR PDF's on document upload).

The OCR process runs in the background every 15 minutes.

When the OCR process completes, the document view file is replaced with the new version, and a corresponding entry is created in the Document History.