Upload a Document

Upload puts a file into your company library with the metadata compliance workflows need — title, category, dates, and optional links to a business record.

Upload steps

1. Open Documents → Upload.
2. Enter a Title, and optionally a description and tags.
3. Choose a category and select the file.
4. Fill optional compliance fields:
   • Document number
   • Issuing authority
   • Issue date
   • Expiry date
5. Set visibility flags (owner/tenant visibility) if your company uses them.
6. Save — you are taken to the document Details page.

OCR assist during upload

If OCR assist is available on your screen, you can scan an image file to suggest:

• Document number
• Issue date
• Expiry date
• Issuing authority

Supported types: .png, .jpg, .jpeg, .tiff, .tif, .bmp (maximum 10 MB). Review suggestions before saving — low-confidence fields may need a manual check.

:::tip Link from other modules Some modules embed a documents panel on a related record (for example HR or Real Estate). You can upload there with the same metadata rules; the file still appears in the central Library. :::

Next step

Work with the document library

Search and filter by status, category, and expiry.

Manage document details and versions

Approve, archive, or upload a new version.