Upload

Upload document

Add PDFs and images from your computer using the header action — no drag-and-drop zone.

Sample data — same screens as the product demo, with room to learn below.

How this step works

What you're seeing

On the web workspace, use Upload document in the header. Chosen files show in Uploaded documents while SARVΩm processes them.

What to do

  • Click Upload document and select your PDF or image files.
  • Wait while the file appears in Uploaded documents.
  • Do not treat the item as final yet — processing comes first.

Why it matters

Upload is the main way to add bills and notices on desktop. Processing turns files into items you can review.

What happens next

After processing, open Needs Review to see what needs your attention.

Note: SARVΩm does not use a drag-and-drop upload area on the web app.