How to Upload Documents

You can upload documents in two ways: against a specific requirement, or via the general dropzone.

Per-requirement upload:

In the Document Checklist, each requirement has a button with its name (e.g. "P60"). Click it to upload a file for that specific requirement. Best when you know exactly what each file is.

General upload:

Use the "Upload Documents" section to drop any file (or click to browse). The AI automatically classifies each file and tries to match it to a requirement. You can verify or change the match afterwards.

Supported file types. PDF, JPG, PNG, HEIC, XLSX, CSV, DOCX. Maximum 20MB per file.

Mobile users. Tap "Upload Documents" or any requirement to choose files from your phone or take a photo. Multiple photos can be uploaded in one session.

While uploading. Each file goes through AI verification (takes a few seconds). You'll see a status indicator update as each one is processed.