You can Ingest documents a from the home page
via FTP (File Transfer Protocol) See: How do I Ingest using FTP (File Transfer Protocol)?
API: (Application programming interface) This requires some integration with your current system.
Or via an email ingest.
From the Home Page
(Using this method you can select a single document or multiple documents in a .ZIP folder)
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- From the Home Page click the blue 'Upload Document' button in the left column.
- Find the document(s) you wish to upload and select 'open'.
- The document is automatically ingested and processed.
- The upload Queue is where your documents will be until they are ready to be processed
Processing: This is where the documents of which are currently processing are displayed
Complete: Your completed documents will show up here.
- The upload Queue is where your documents will be until they are ready to be processed
- You can immediately view the document(s) and any compliance issues by simply clicking on a completed document.
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