Upload documents via user interface

Learn how to upload documents with different settings for processing via the user interface.

Documents can be uploaded manually via the Parashift platform or through web service (API) calls. There is also an option to upload via email.

Document Upload Interface

You can open the document upload interface here: 

1. Go to Documents and Overview
2. Select new in the top right corner

You can choose different upload settings here: 

Upload Settings

1. Batch:
   Check this box if you want to use the Separation workflow step (splitting of several documents in one PDF).
2. Validation required:
   Check this box if you want to add configured manual validation to the automated classification and extraction. 
3. Upload Profile:
   Select an existing upload profile. 
4. Document Type:
   Select an existing document type for this document. Only document types with the status "live" are listed. If you do not select a document type, it is automatically selected during the Classification Step or can be manually validated.
5. Not for training:
   Check this box if you do not want to add this document for Machine Learning Model Training  (Useful for test runs with insufficient manual validation of the automatically extracted data).
6. Upload file(s) or folder(s):
   Select the files you want to upload from a folder or add the documents via drag and drop.

Limits and prerequisites

There are some limitations to the files uploaded to the API.

• The base64 encoded file must be a pdf, jpg, png or tiff
• The minimum file size is 100 bytes (otherwise, the platform assumes something went wrong if a file is this small)
• The maximum file size is  20 MB.
• The maximum page count is 500.

Note: The user can upload unsupported file types like Word, Excel, or any other common mime type. While the platform cannot automatically process these, the user can still upload, classify, and extract data manually.