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Upload Methods

Smart Drive supports multiple ways to upload your contracts:

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Drag and Drop

The easiest way to upload contracts is to drag and drop files directly into the Smart Drive interface.
1

Navigate to Smart Drive

Go to Documents → Drive in the sidebar.
2

Drag Files

Drag one or more files from your computer and drop them into the main area.
3

Wait for Processing

Files will be uploaded and queued for AI processing automatically.

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Upload Button

You can also use the upload button for more control:
1

Click Upload

Click the Upload button in the top action bar.
2

Select Files

Choose files from your computer using the file picker.
3

Configure Options

Set any upload options before confirming.

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Bulk Upload

For large numbers of contracts, use bulk upload:
1

Prepare Your Files

Organize files in folders by contract type or entity.
2

Select Multiple Files

Use Ctrl/Cmd+Click to select multiple files, or select an entire folder.
3

Monitor Progress

Track upload progress in the upload queue panel.

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Supported File Types

File TypeExtensionMax SizeNotes
PDF.pdf100 MBBest for AI extraction
Word.docx, .doc50 MBFull extraction support
Images.png, .jpg, .jpeg25 MBUses OCR before extraction
Text.txt10 MBBasic extraction

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Upload Queue

When you upload files, they appear in the upload queue showing:
  • File name and size
  • Upload progress bar
  • Processing status:
    • Uploading - File being transferred
    • Queued - Waiting for AI processing
    • Processing - AI extraction in progress
    • Complete - Ready for review
    • Error - Processing failed
Large files may take longer to process. PDF contracts with many pages can take several minutes for complete AI extraction.

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Staging Area

After upload, contracts appear in the Staging area where you can:
  1. Review extraction results before committing
  2. Make corrections to any extracted data
  3. Add missing information the AI couldn’t detect
  4. Approve or reject the extraction

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Staging Workflow

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Best Practices

Name your files descriptively (e.g., Sony_Recording_Agreement_2024.pdf) to make them easier to find and organize.
Ensure you upload complete, fully-executed contracts rather than drafts or partial documents.
For scanned documents, ensure the scan is clear and legible for better OCR results.

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Troubleshooting

  • Check your internet connection
  • Verify the file size is within limits
  • Try uploading in a different format
  • Document may be heavily formatted or scanned
  • Try uploading a cleaner version
  • Manual entry may be required for some fields
  • Large PDFs with many pages take longer
  • Check the processing queue status
  • Contact support if processing exceeds 24 hours

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Next Steps

AI Extraction

Learn how to review and verify AI-extracted information from your contracts.