Uploading and Reviewing Documents

Supported files

• PDF (.pdf) — contracts, reports, and multi-page documents
• Images (.jpg, .jpeg, .png, .webp, .heic) — receipts, photos, and scans
• CAD files (.dwg) — architectural and engineering drawings

Maximum file size: 50 MB per file. You can upload up to 20 files at once.

How to upload

From the Documents page: Click Upload Document in the header. The upload dialog has two tabs — Upload new for fresh files and Replace existing to upload a newer version of a document already in your library.

From the Dashboard: Click Upload Document at the top of the page, then drag and drop files or click to browse your computer.

When your uploads finish, a Review Documents button appears in the dialog. Click it to go straight to staging.

Reviewing documents in staging

Uploaded documents land in Document staging — a review queue where the AI analyzes each file and suggests a name, category, and document type. Nothing appears in your library or reports until you approve it.

Getting to staging

• Dashboard alert — A banner shows how many documents await review. Click Review to open staging.
• Documents sidebar — The Documents item in the sidebar shows a count when staging has items.
• After uploading — Click Review Documents in the upload dialog once files finish processing.

The review screen

You'll see a split-screen layout with resizable panels:

• Left side — The review form with fields for document name, document type, category, assets, property, areas, vendor, description, and tags
• Right side — A preview of the actual document with zoom and page navigation

The AI pre-fills suggestions based on what it detected in the file. Verify they're correct, adjust anything that needs changing, and fill in any remaining fields.

A counter (e.g., "1 of 5") in the header shows your position in the queue.

Review actions

Three buttons appear at the bottom of the review form:

• Approve & Next — Finalize the document and move to the next one in the queue. On the last document, this approves it and returns you to staging.
• Save Draft — Save your progress but keep the document in staging for later.
• Reject — Remove the document from staging permanently.

Approved documents appear in your permanent document library and are included in future reports.

Replacing an existing document

Need to upload a newer version of a warranty or inspection report? Three ways to do it:

From the upload dialog: Switch to the Replace existing tab, search for the original document, and select it.

During staging review: Expand the Update Existing Document section in the review form, search for the original, and select it. The form auto-fills the original's details.

From the document library: Click the three-dot menu on any document and select New Version. Previous versions stay accessible from the document detail page.

Good to know:

• Documents in staging don't appear in your library or reports until approved
• You can also upload documents by forwarding emails to your organization's Document Upload Email (find it in Settings > Business details)

Related Articles

• Quick Start Guide
• Generating a Report