Uploading documents

Uploading has two parts: you stage the files, then you save the batch. Nothing is processed until you save.

What you'll need

• The IntELIEDocs app in your top bar.
• This permission: IntELIEDocs · Document - Create.
• An orchestrator to upload into. You upload into one orchestrator at a time, so create it first.

If IntELIEDocs isn't in your top bar, your role can't view it or your plan doesn't include it. Ask a workspace administrator, or see Permissions and module visibility.

Steps

1. Open the upload page

   Open the orchestrator these documents belong to, then select Upload Document in its list header. The breadcrumb names the orchestrator.

   

   An orchestrator's documents list with the Upload Document button ringed at the top right.

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2. Add your files

   Select Choose a file or drag it here, or drop files onto it. Supported types and the size limit are printed underneath: 5 MB per file, or 40 MB for an email (see Uploading an email). A Smart Redact, or a Smart Queue with a route that redacts, takes only PDF, DOCX, ODT, PNG, JPG, JPEG, TIF and TIFF. A refused file never stages.

3. Set what each file needs

   Select a file under Documents to switch on Settings. Add to Group: files it with related documents; Apply to all documents copies that group to the other files. A PDF also gets PDF Password: for a locked file. The password is never copied, so set it on each file.

   

   The Upload documents page with two files staged: the selected file previewed in the middle, and its Settings on the right with Add to Group and Apply to all documents.

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4. Check the batch

   The viewer previews the selected file, with Rotate left, Rotate right, Print, Download and Open in new tab. To drop it from the batch, select Remove in Settings, then Yes, Remove.

5. Save the batch

   Select Save All Documents. Elie sends four files at a time while the button counts them off (Uploading 2 of 5…). Each row ends with a green tick, or a red icon whose tooltip gives the reason.

What success looks like

• A toast confirms the count (3 document(s) uploaded successfully.) and you land back on the orchestrator's document list.
• Each new row starts at Processing. Select Refresh to watch it move on.

Word files take longer

A .docx is converted before Elie accepts it, so its row can spin for up to a minute and a half. The page does not stop you leaving mid-save, so wait until every row shows a tick or a red icon. Leaving with unsaved files raises Unsaved Changes; No, Stay keeps them.

If something goes wrong

Symptom	Likely cause	What to do
A warning ends is not a supported file type or exceeds the 5 MB limit.	The format is not listed for this orchestrator, or the file is too big. An .eml warns at 40 MB instead.	Re-save it as a listed type, or split or compress it. GIFs are always refused.
A toast starts 2 uploaded, 1 failed. and red icons mark the rows left.	Some files failed; the rest have already left the batch.	Hover a red icon for the reason, then select Retry Failed (1).
Nothing uploads and the toast gives one reason.	Every file failed the same way, so the files are not the cause.	Fix what the toast names; the files stay staged. If it reads All uploads failed. Check the files and try again., the causes differ, so hover each red icon.
You don't have permission to upload documents. with Back, or a toast asking you to request upload access.	Your role cannot upload.	Ask an administrator for IntELIEDocs · Document - Create.
The breadcrumb names no orchestrator and every file fails.	The page was opened from search, without an orchestrator.	Open the orchestrator's list and select Upload Document there.

Next

• Uploading an email - .eml files and their attachments.
• Password-protected PDFs - when a locked PDF stops at Password Required.
• Finding and reading a document - opening what you uploaded.