Upload Documents

Explore the many methods we have to upload a document along with best practices, tips and common troubleshooting methods.

This guide will walk you through the process of uploading documents into StackDX to be automatically categorized, titled, and dated using our AI (Edith) while the documents are processed. Edith will also extract key metadata to help organize and identify your documents. There are several methods that could be utilized to upload your documents and they will be outlined in this section.

Upload Individual DocumentsUpload via Email ForwardingBulk Upload Land DocumentsUpload New VersionsManage Upload Notifications Preferences