Uploading Documents & Initiating Processing

Uploading documents is the point at which Document Intelligence begins processing. Once the appropriate document type and configuration are in place, processing begins when a document is added to a supplier or item record. 

Most documents are received from connected suppliers fulfilling document requests through the TraceGains Network, including renewed or updated documents over time. 
 
Manual upload is also available when needed. 

How to Manually Upload a Document

Step 1: Go to Supplier Management → Suppliers. Open the supplier record where the document should be managed. The same process can also be used from an item record.

Step 2: In the left-hand Sections pane, select Documents. 

You can add files in two ways: 
  • Click Upload to choose a file from your computer 
  • Drag and drop one or more files to upload them at once 
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Step 3: Select the correct document type and complete any required fields or dates. These selections apply the appropriate processing rules. 

Click Save. 
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Step 4: After the file is saved, processing begins automatically. 

A status appears to show whether the document is:
  • Processing
  • Pending verification
  • Successfully processed
  • Unable to complete
Refresh the page as needed to view updates. These statuses show whether processing can continue automatically or whether review is needed. 
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Summary

Uploading a document initiates Document Intelligence processing using the AI Settings defined for the selected document type.

To continue, proceed to the next article: Reviewing Results & Managing Exceptions.

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