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