document upload

Document Upload Page

Upload and manage documents for notary orders and company profiles.

Upload Interface

Drag & Drop Area

  • Drag files from computer
  • Drop anywhere in upload area
  • Multiple files supported
  • Shows upload progress

Browse Button

  • Click to open file selector
  • Navigate to file location
  • Select multiple files
  • Supported formats displayed

Upload Queue

  • List of files waiting to upload
  • Shows file size and type
  • Can remove before upload
  • Batch processing available

Document Details Form

Required Fields

  • Document Type: Select from dropdown
  • Description: Brief document description
  • Visibility: Who can view document

Optional Fields

  • Expiration Date: For time-sensitive documents
  • Tags: Categorize document
  • Notes: Additional information
  • Reference Number: Tracking number

Access Permissions

  • Public: Client can view
  • Internal: Staff only
  • Confidential: Restricted access
  • Custom: Select specific users

Supported File Types

Preferred Formats

  • PDF: Best for legal documents
  • DOCX: Editable documents
  • JPG: Clear images
  • PNG: High-quality images

Acceptable Formats

  • TIFF (high-res scans)
  • BMP (bitmap images)
  • GIF (simple images)
  • TXT (plain text)

File Size Limits

  • Single File: Up to 25MB
  • Batch Upload: Up to 100MB total
  • Daily Limit: Based on subscription

Upload Process

Step 1: Select Files

  • Choose upload method
  • Select one or multiple files
  • Review file selection

Step 2: Enter Details

  • Select document type
  • Add description
  • Set permissions
  • Add optional metadata

Step 3: Review

  • Check all information
  • Verify file selections
  • Confirm upload settings

Step 4: Upload

  • Begin upload process
  • Monitor progress
  • Wait for completion

Step 5: Confirmation

  • Review uploaded files
  • Edit if needed
  • Associate with order/company

Upload Status Indicators

Pending

  • File queued for upload
  • Not yet started
  • Can still be removed

Uploading

  • Currently transferring
  • Shows progress bar
  • Estimated time remaining

Processing

  • Upload complete
  • System analyzing
  • Virus scanning
  • OCR processing

Completed

  • Successfully uploaded
  • Ready for use
  • Can be edited

Failed

  • Upload unsuccessful
  • Error message shown
  • Can retry upload

Advanced Features

OCR Recognition

  • Text extraction from images
  • Searchable document creation
  • Automated data entry
  • Quality assessment

Virus Scanning

  • Automatic scan on upload
  • Malware detection
  • Quarantine threats
  • Safe document guarantee

Compression

  • Reduce file size
  • Maintain quality
  • Faster downloads
  • Storage optimization

Best Practices

Before Upload

  • Verify file quality
  • Check file size
  • Ensure correct orientation
  • Remove sensitive data

During Upload

  • Use stable internet
  • Don't close browser
  • Monitor progress
  • Save confirmation

After Upload

  • Review uploaded file
  • Add tags for organization
  • Set appropriate permissions
  • Update if needed

Troubleshooting

Common Issues

  • File Too Large: Compress or split
  • Unsupported Format: Convert to PDF
  • Upload Fails: Check connection
  • Corrupted File: Re-scan or recreate

Error Messages

  • "Invalid file type" → Use supported format
  • "File too large" → Compress or split
  • "Upload interrupted" → Retry upload
  • "Processing error" → Contact support

Tips

  • Use PDF for best compatibility
  • Scan at 300 DPI or higher
  • Check all pages are clear
  • Name files descriptively
  • Backup important documents