Upload documents

Complete each step, then review the batch before upload.

Fields marked * are required

1. Batch details

These details apply to every file in the upload.

Title *

Organization *

Loading organizations associated with your account.

Visibility *

Document Type *

Select a document type.

Project *

Loading projects for your organization.

Project Area

Location *

Document Date

Optional date associated with the document, not the upload date.

Description

* Required. Enter a value, or explicitly select N/A when it does not apply.

2. Add files

Drag files into the box or browse from your computer.

Drop files here or click to choose

Multiple files allowed · 100 MB maximum per file

Supported file types

Analyzed: TXT, CSV, HTML, XML, JSON, Markdown, PDF, DOCX, XLSX, PPTX, KML, scanned PDFs, and common images.
Stored only: ZIP, RAR, legacy DOC, and legacy PPT.

3. Tagging

Choose shared tags and decide whether to run Auto-Tag.

Auto-Tag

Analyze supported files and apply approved file-specific tags.

Enable

SAGEinfo analyzes supported files locally, reports the extraction outcome, and attaches only tags that meet the automatic rules. ZIP, RAR, legacy DOC, and legacy PPT files are stored without content analysis.

Tags to Apply to All Files

These tags are separate from the document-specific Auto-Tag results above.

Search approved tags

Selected tags 0 tags selected

No tags selected

New tags

Use commas between new tags.

4. Review batch

Confirm the batch before uploading.

Files

0 prepared

Organization

Document Type

Not selected

Visibility

Private

Project

Not specified

Auto-Tag

Disabled

Shared tags

0 selected

Step 1 of 5

Upload documents

1. Batch details

2. Add files

Selected files

3. Tagging

Tags to Apply to All Files

4. Review batch

Processing upload

Upload confirmation

Upload results

Auto-Tag summary

Per-file Auto-Tag Results

New tag definitions created

Failed uploads