Upload Document¶
How to upload documents to the LysisAI Platform.
Prerequisites¶
Before you begin
- You are logged in and have the "Client" role
- You have created at least one category for your documents
- Supported file formats: PDF, DOC, DOCX, XLS, XLSX, JPG, PNG
- Maximum file size: 10 MB
Video Tutorial¶
Watch the complete upload process as an animation:
Step 1: Open Upload Dialog¶
- Click on Documents in the left navigation
- Click the Upload button in the top right corner
Step 2: Select File¶
- Click Choose File or drag and drop a file into the upload area
- Select the desired file from your computer
Drag & Drop
You can also drag files directly into the upload area to save time.
Step 3: Set Category and Year¶
- Select a Category from the dropdown list
- Enter the Year (e.g. 2024)
- Optional: Add a Description
Categories
Categories help you organize your documents. You can manage categories under "Settings → Document Categories".
Step 4: Complete Upload¶
- Review all information
- Click Upload
- Wait until the progress indicator completes
Successfully uploaded
After successful upload, your document appears in the document list and can be viewed by you and authorized employees.
Upload Multiple Files¶
You can upload multiple files at once:
- Hold the Ctrl key (Windows) or Cmd key (Mac)
- Select multiple files
- Assign category and year for each file individually
- Click Upload All
Upload Problems?¶
| Problem | Solution |
|---|---|
| File too large | Compress the file or contact your administrator |
| File format not supported | Convert the file to a supported format (PDF, DOCX, etc.) |
| Upload aborts | Check your internet connection and try again |
| Category missing | First create a category under "Settings → Document Categories" |
Security Notes¶
Privacy
- Do not upload confidential information not intended for employees
- All uploaded documents are stored encrypted
- Only you and authorized employees can see your documents