Upload documents to the Documents Register to manage and perform actions on them.
Summary: Upload a single document when you want to add it to the Documents register.
Considerations: If you are using standard folders, you can select a folder before starting these steps, and the document is automatically added to that folder.
Click the Add icon, and then select Single item.
Enter the document details.
Click Attach files to upload files.
Save or save and transmit. the document.
To save the uploaded document, click Save.
To save and transmit the document, click the arrow next to the Save button, and then select Save & Transmit to automatically launch the transmittal generation screen after the document is uploaded.
What's next: You can click Actions, and then select Duplicate to create a new document based on the attributes of a document you have selected.
Document's OCR function is an automatic process that uses optical character recognition (OCR) to check PDFs for unextractable text and converts 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 module are 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.
Additional Information
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