Upload and Manage Documents in Extract

Upload, organize, and manage the files that power your AI project on the Documents page. Uploaded documents are automatically processed to extract key metadata like type, signature date, and a summary.

You can also create document bundles by adding amendments to existing documents.

• Upload Documents
• Organize Documents
• Search and Sort Documents
• View and Manage Document Details
• Create Document Bundles

Upload Documents

You can access the Documents page from the sidebar of an existing one or right after creating a new project.

From an existing project:

1. Open your project and navigate to the Documents tab in the sidebar.
2. Use Upload document to add new files or New folder to structure them.

From a new project:

1. Click New Project from the dashboard.
2. Enter a Project title and optional Project description.
3. Click Create — this takes you directly to the Documents view.
4. Upload files by clicking Upload document or organizing them first using New folder.

Supported file formats

• PDF, DOCX

Organize Documents

You can use folders to structure your document library:

• Click New folder to create a folder
• Use the three-dot menu next to a folder to:
  • Rename the folder
  • Delete the folder content, including all documents inside
• Inside a folder, you can upload additional documents

For individual documents, the three-dot menu allows you to:

• Download
• Delete contract

Search and Sort Documents

• Use the search bar to find files or folders by name

  Search is limited to the top-level view and does not search inside folders unless used within a folder

• Use the Sort dropdown to:

  • Sort documents by Title (A to Z) (default)
  • Sort by Oldest first or Newest first

View and Manage Document Details

Click on a document to open its Details view, where you can:

• See the file name, signature date, document type, and AI-generated summary
• Edit the signature date by clicking on it
• View a document preview on the right-hand side
• Upload amendments to create a document bundle

Create Document Bundles

If your document has one or more amendments, you can upload them to create a document bundle.

To add an amendment:

1. Open the Details view of the main contract.
2. Click Upload amendment.
3. Once uploaded:
   • The amendment is processed and listed below the main document
   • Its file name is replaced by an AI-generated title
   • A signature date is extracted (editable)
   • Clicking the amendment title collapses/expands a generated description

Amendments are listed from newest to oldest.

You can preview either the main document or an amendment using the right-hand viewer.

What’s Next?

• You can now start adding columns to extract specific data points.