Uploading Documents

Multiple methods to get your documents into Flint for processing.

Upload Methods

Web Portal Upload

Single Document Upload

Click Upload Document button
Select or drag file
Choose document type
Add optional metadata
Click Process

Bulk Upload

Click Bulk Upload
Drag multiple files or folders
Set default document type
Configure processing options
Click Process All

Drag and Drop

Drag files directly onto dashboard
Drop zones throughout the app
Visual feedback during drag
Automatic type detection

Email Integration

Setup Email Forwarding

Get your unique Flint email address:
```
process@your-company.flint.systems
```
Configure email rules to auto-forward
Documents processed automatically

Email Format

To: process@your-company.flint.systems
Subject: Invoice from ABC Corp [type:invoice] [urgent]

Attachments: invoice_2024_001.pdf

Email Tags

Use tags in subject line:

[type:invoice] - Document type
[customer:ABC123] - Customer ID
[urgent] - High priority
[workflow:approval] - Specific workflow

API Upload

Basic Upload

curl -X POST https://api.flint.systems/v1/documents \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -F "file=@document.pdf" \
  -F "type=invoice"

With Metadata

const formData = new FormData();
formData.append('file', file);
formData.append('type', 'invoice');
formData.append('metadata', JSON.stringify({
  customer_id: '12345',
  po_number: 'PO-2024-100',
  priority: 'high'
}));

const response = await fetch('https://api.flint.systems/v1/documents', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY'
  },
  body: formData
});

Cloud Storage Sync

Google Drive

Connect Google account
Select folders to monitor
Set sync frequency
Configure file filters

Dropbox

Authorize Dropbox access
Choose watch folders
Set processing rules
Enable auto-archive

OneDrive/SharePoint

Connect Microsoft account
Select document libraries
Configure metadata mapping
Set retention policies

FTP/SFTP

Setup Connection

host: ftp.your-company.com
port: 22
username: flint_user
directory: /documents/inbound
scan_interval: 5 # minutes
delete_after_processing: false

Folder Structure

/inbound
  /invoices
  /bills_of_lading
  /packing_lists
/processed
/failed

Mobile Upload

iOS/Android App

Open Flint mobile app
Tap camera icon
Capture or select document
Confirm and upload
Track processing status

Mobile Features

Camera scanning
Multi-page capture
Auto-crop and enhance
OCR preview
Batch upload

File Requirements

Supported Formats

Documents

PDF - All versions
Images - JPEG, PNG, TIFF, BMP
Office - DOCX, XLSX
Text - TXT, CSV
Email - EML, MSG

File Size Limits

Web upload: 50 MB per file
API upload: 100 MB per file
Bulk upload: 500 MB total
Enterprise: Custom limits

Quality Requirements

Scanned Documents

Minimum 200 DPI
Clear, legible text
Proper orientation
Complete pages
No significant skew

Best Practices

Use PDF when possible
Avoid photographs of screens
Include all pages
Remove passwords
Use standard fonts

Processing Options

Document Types

Select appropriate type:

Auto-detect - AI identifies type
Invoice - Commercial invoices
Bill of Lading - Shipping BOL
Packing List - Item details
Purchase Order - PO documents
Custom - User-defined types

Processing Priority

Priority Levels

Low - Process when idle
Normal - Standard queue
High - Priority processing
Urgent - Immediate processing

SLA Times

Priority	Target Time
Urgent	< 1 minute
High	< 5 minutes
Normal	< 15 minutes
Low	< 1 hour

Processing Settings

Extraction Options

Full extraction - All fields
Quick extraction - Key fields only
Custom template - Specific fields
Headers only - Document metadata

Validation Level

Basic - Format validation
Standard - Business rules
Strict - All validations
Custom - Specific rules

Metadata & Tagging

System Metadata

Automatically captured:

Upload timestamp
User information
Source (email, API, web)
File properties
Processing ID

Custom Metadata

Add your own fields:

{
  "customer_id": "CUST-12345",
  "project": "Project Alpha",
  "department": "Accounting",
  "fiscal_year": "2024",
  "tags": ["urgent", "review", "Q1"]
}

Tagging Strategy

Use consistent naming
Create tag hierarchy
Limit tag count
Document tag meanings
Review tag usage

Batch Processing

Preparing Batches

File Naming Convention

invoice_2024_001_ABC.pdf
invoice_2024_002_XYZ.pdf
bol_2024_100_SHIP.pdf

Batch Metadata

Create manifest file:

filename,type,customer,priority
invoice_001.pdf,invoice,ABC Corp,high
bol_100.pdf,bol,XYZ Inc,normal

Upload Process

Prepare documents
Create manifest (optional)
Zip files if needed
Upload batch
Monitor progress

Batch Monitoring

Progress indicator
Individual status
Error handling
Partial completion
Retry failed items

Error Handling

Common Issues

Upload Failures

Check file size
Verify format
Test connection
Review permissions

Processing Errors

Validate document quality
Check document type
Review validation rules
Inspect error logs

Recovery Options

Retry processing
Edit and resubmit
Download original
Contact support

Best Practices

Organization

Consistent naming - Use standard conventions
Folder structure - Organize by type/date
Regular uploads - Avoid backlogs
Quality checks - Verify before upload
Metadata usage - Add context

Performance

Upload during off-peak hours
Use batch processing for volume
Compress large files
Clean up processed documents
Monitor processing times

Security

Scan for malware
Remove sensitive data
Use secure connections
Rotate API keys
Audit access logs

Uploading Documents

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