Uploading your first document is the first step toward automating data extraction with ProSnap. Once uploaded, ProSnap's AI automatically analyzes your document, extracts key information, and presents the results for review.

This guide will walk you through the upload process and help you understand what happens after your document is processed.

Before uploading a document, make sure you have:

1. A verified ProSnap account
2. Access to a workspace
3. A supported document format
4. Available AI credits (for paid processing)

ProSnap supports a wide range of business documents.

Supported Formats

1. PDF (.pdf)
2. Microsoft Word (.docx)
3. Microsoft Excel (.xlsx)
4. Image (.jpg, .jpeg, .png)
5. TIFF (.tif, .tiff)

Common Document Types

1. Invoices
2. Purchase Orders
3. Receipts
4. Contracts
5. Bank Statements
6. Insurance Claim Forms
7. Identity Documents
8. Shipping Documents
9. Custom Business Forms

Follow these steps to upload your first document.

Step 1

Sign in to your ProSnap account.

Step 2

From your dashboard, open the workspace or project where you want to process the document.

Step 3

Click the Upload Document button.

Step 4

Choose one of the following upload methods:

1. Drag and drop your file into the upload area.
2. Click Browse Files and select a file from your computer.

Step 5

(Optional) Select the appropriate document model if your workspace contains multiple AI models.

For example:

1. Invoice Extraction
2. Contract Analysis
3. Receipt Processing
4. Insurance Claims
5. Custom Model

If no model is selected, ProSnap may automatically detect the document type based on your project configuration.

Step 6

Click Upload.

Your document will immediately enter the processing queue.

After processing is complete, open the document to review the extracted data.

You can:

1. Compare extracted values with the original document
2. Edit incorrect fields
3. Approve the extraction
4. Reject inaccurate results
5. Export structured data
6. Continue your workflow