Submitting Documents

There are two main ways to get documents into Doculent: upload them through the dashboard or send them by email. Both work great — use whichever fits your workflow.

Option 1: Upload Through the Dashboard

This is the most hands-on approach, perfect for one-off submissions or when you want to process a specific document right away.

1. Go to Submissions in the left sidebar
2. Click New Submission
3. Drag and drop your file(s) onto the upload area, or click to browse
4. Select the channel that should process these documents
5. Click Submit

That's it. Your document enters the processing pipeline immediately.

Uploading Multiple Files

You can upload several files at once as part of a single submission. This is handy when a submission involves multiple documents — say, an application form plus supporting declarations.

Doculent treats them as a group: all files get processed together, and the extracted data is combined into one unified result.

Option 2: Send by Email

If your channel has email intake enabled, you (or your clients) can send documents directly to the channel's email address.

How it works:

1. Attach the document(s) to an email
2. Send it to the channel's intake address (e.g., [email protected])
3. Doculent picks it up automatically and starts processing

This is the "set it and forget it" approach — great for ongoing workflows where clients regularly send documents to a known email address.

What About the Email Body?

Doculent processes the attachments, not the email body. The email subject and sender information are captured for reference, but the actual data extraction happens on the attached files.

Supported File Types

What Happens After Submission?

Once a document is submitted, it moves through the processing pipeline automatically. You can track its progress in real time — see Tracking Submissions for details.