Add a document

Single files, not a store

Every document lives in a workspace. If none exists yet: How do I create workspaces in PaperOffice AI?.

Add document opens the upload dialog. A folder tree, a ZIP or a NAS do not belong on the File tab.

Path

1. Document AI → Workspaces, open the workspace. Or open that workspace’s documents directly.
2. In the toolbar, Add document. With nothing selected, that button is shown, not Actions.
3. Tab File. Drag files onto Upload documents, or browse. Several files are allowed. Paste with Ctrl+V.
4. Wait for the duplicate check. The start button names the count and upload. Only that click starts the transfer.

Path: /{lang}/document-ai/documents-overview.

ZIP, NAS, mailbox

In the same dialog, tab Bulk importer, then Open bulk importer. That opens the workspace wizard: How do I import data into workspaces?.

If the file is missing

• The start button was not clicked. The file is only in the dialog list.
• No workspace is open.
• Credits are used up: What happens when Credits run out?.

Processing afterwards: After import. Finding it: Find a document.

Smartphone: tab Mobile devices in the same dialog, or Capture a document on a smartphone.