Add Documents to Your Grid

To extract data in Extract, you'll first upload your documents and then select which ones to include in your project grid.

Add Documents to the Grid

To begin extracting data points from your documents, you need to add documents to your grid.

1. Go to the Grid tab in your project.
2. Click + Add documents in the leftmost column of your grid.

• This opens a document selection modal:
  • Use the folder icons to expand/collapse folders
  • Select individual files or entire folders

3. Click Add to grid to confirm your selection.

What’s Next?

Once you add at least one document to the grid:

• The Review tab in the sidebar becomes active.