Uploading Documents

Upload files directly so Document Intake can process them as attachments and link any created documents to an inbox item.

Use Upload Document to add files directly to Document Intake without waiting for an email. Open Inbox → Upload Document.

Access Configuration can hide or disable Upload Document under Inbox.

Upload files

1

Add files

Drag files onto Drag and drop documents here, or select Browse Files. You can stage several files before uploading them.

Upload document empty drop zone

2

Review the staged files

Check each row and select X to remove any file that you do not want to submit. A staged file shows Queued until you upload it. The page validates each file independently, so a rejected file does not prevent accepted files in the same batch from being uploaded.

Each file can be up to 10 MB. The final extension cannot be .exe, .bat, .cmd, .com, .msi, .scr, or .js, regardless of letter case. PDF files and saved emails (.eml) also receive integrity checks, and duplicate content in the batch is rejected. You can submit other file types within the size limit, but a successful submission does not guarantee that Document Intake creates a document.

One file staged as queued

3

Start processing

Select Upload N file or Upload N files, depending on the number of accepted files. The upload creates one Email Inbox item for the accepted attachments and opens Email Detail.

Follow the results

Attachments process independently. A saved email (.eml) that contains PDF or image attachments is listed as those extracted files. A saved email with no PDF or image to extract is listed as the original email file.

Email Detail refreshes each attachment's processing outcome automatically. An attachment shows Processing, Draft created, No draft, Failed, or the created document's workflow status. Each attachment has its own outcome and retry behavior. Created documents appear as a document chip below the attachment list.

• Created document workflow status or Draft created – select the document chip to open it.
• No draft or Failed – select Retry to process that attachment again.

For more about attachment outcomes and linked documents, see Email Inbox.