Introduction
In the previous article, you learned how OCR helps automate your document review process by extracting data automatically. Now it’s time to take the first real step: uploading your documents to the OCR Centre!
This guide will show you the different ways you can upload your files, what types of documents are supported, and where they end up after uploading. Don’t worry — you don’t need to be a tech expert. If you can upload a photo to Facebook, you can do this too!
Let’s dive in.
Uploading from the OCR Document Types page
When you head to the OCR Centre, the first thing you’ll see is a list of document types — like Invoices, Passports, or Bank Statements.
Each of these has a little “Upload” button right on it. You can think of this like choosing the folder where your file will go before you even pick it.
Click “Upload” under the right document type
A pop-up appears with that type already selected
Drag and drop (or click to select) your file
Confirm to finish!
You can even upload multiple files at once, as long as they’re all the same type.
File types supported:
Word (.docx), Image (.jpg, .png), and more
PDF is not supported at this time
If you upload something by mistake, no problem — you’ll see a little trash can icon to remove it before submitting.
Uploading with the “Upload Document” button
Prefer a general way to upload? Look for the red “Upload Document” button at the top-right corner of the screen.
Here’s how this flow works:
Click the red “Upload Document” button
Pick your document files
Choose the document type from the dropdown
Confirm upload
Note: The “Confirm” button will stay disabled until you upload a file and select a document type — this helps prevent oopsies!
This method is perfect if you’re not uploading directly from the document types page, or you need more flexibility.
Uploading from the “All OCR Documents” page
You can also upload documents from the All OCR Documents tab — this shows every file you’ve added to the system, across all types.
Just like before:
Click the “Upload Document” button
Choose your files
Select a type
Confirm
Once uploaded, the system will automatically send you to the correct page for that document type so you can start reviewing or editing.
What happens after uploading?
Once your files are uploaded, they’ll land in the OCR Documents list for their type. Each entry will show:
File name
Upload status (e.g. pending, success)
Who uploaded it
When it was uploaded
Where it came from (OCR Centre or Auto-fill)
From here, you can start reviewing the extracted data, fix anything the AI didn’t quite get right, and use it in your templates later on.