Document Upload Flow

Last updated: June 1, 2026

Background

The upload flow provides a streamlined, project-based workflow for adding documents to the platform. Upload files by dragging and dropping, browsing your computer, or importing directly from Procore or OneDrive integrations—the system automatically begins processing documents as soon as they're selected. During upload, select a document type and optionally apply multiple reviews and playbooks in one step, with tooltips guiding you through the process and notifications alerting you when document analysis is complete. Use this feature to quickly add Prime Contracts, Subcontracts, Specifications, or other project documents to your workspace, batch upload multiple documents at once, and apply comprehensive reviews or playbooks immediately upon upload.

Things to Consider

  • All documents must be uploaded to a specific project

  • Supported file types are .pdf, .doc, and .docx with a max size of 500MB

  • Documents begin uploading automatically as soon as they're selected—no extra "Upload" button required

  • You can add multiple documents in a single upload session before clicking Done

  • Four document types are available: Prime Contract, Subcontract, Specifications, and Other

  • Applying reviews during upload is optional and can be done later if preferred

  • Procore and OneDrive authentication saves credentials for future sessions to eliminate repeated logins

  • You can only see documents you have permission to access in Procore or OneDrive based on your permissions in those systems

  • The destination folder is pre-populated based on your current location but can be changed during upload

Steps

Uploading Documents from Your Computer

  1. Navigate to a project where you want to upload documents

  2. Open your desired folder within the project (if applicable)

  3. Click the +New Document button

  4. Add your file by either:

    • Dragging and dropping files directly into the upload area

    • Clicking Browse to select files from your computer

    Tip! If you want to upload files in bulk, the following actions are available:

• To select multiple files individually: Hold down the Control (CTRL) key on your keyboard and click each file that you want to select.

• To select a group of files at one time:

o Click the first file that you want to select.

o Hold down the Shift key on your keyboard and click the last file you want to select. This selects all files in between the first and last file.

  1. The file automatically begins uploading—no need to click an additional button

  2. Select a Document Type from the dropdown:

    • Prime Contract: Main contract agreements

    • Subcontract: Subcontractor agreements

    • Specifications: Design drawings and specifications

    • Other: Any other project documents

  3. (Optional) Apply reviews by clicking Add Actions and selecting:

    • Reviews from your checklist library

    • Playbook reviews

    • Multiple reviews can be selected at once

  4. Click Apply if you added reviews in step 7

  5. If you want to upload additional documents, repeat steps 4-8

  6. Click Done when you have finished adding all documents

  7. Wait for processing to complete

    Note: You will see an In Progress icon next to your upload on your Dashboard. This means that our system is still processing your document(s), and once completed, the icon will disappear, and you will receive an email informing you that your crunch is ready.

Uploading Documents from Procore or OneDrive (First Time)

  1. Navigate to a project where you want to upload documents

  2. Open your desired folder within the project (if applicable)

  3. Click the +New Document button

  4. Click on the Procore or OneDrive option in the upload modal

  5. Enter your credentials to authorize Document Crunch access

    Note: Your credentials are saved for future uploads, so you won't need to authenticate every time. You may need to re-authenticate periodically.

  6. Browse your folder structure in Procore or OneDrive

  7. Select your document—it will automatically download from the external system and upload to Document Crunch

  8. Select a Document Type from the dropdown (Prime Contract, Subcontract, Specifications, or Other)

  9. (Optional) Apply reviews by clicking Add Actions and selecting reviews from your checklist library or playbook reviews

  10. Click Apply if you added reviews in step 9

  11. If you want to upload additional documents, repeat steps 6-10

  12. Click Done when you have finished adding all documents

  13. Wait for processing to complete

    Note: You will see an In Progress icon next to your upload on your Dashboard. This means that our system is still processing your document(s), and once completed, the icon will disappear, and you will receive an email informing you that your crunch is ready.

Changing the Destination Folder

  1. In the upload modal, locate the pre-populated destination folder (shown based on your current location)

  2. Click on the folder selector to change the destination

  3. Navigate to and select your preferred folder within the project

  4. Continue with the upload process

    Tip! The system remembers your current location, so if you're already in the folder where you want to upload, the destination is automatically set correctly.