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Upload Process

Uploading documents to Design IQ is straightforward and works for both organization and project-level documents.

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How to Upload

1

Navigate to the Data section

Click Data in the sidebar.
2

Choose document level

Select Org Docs for organization documents or Projects for project-specific documents.
3

Select your project (if applicable)

If uploading to a project, choose the project from the dropdown.
4

Click Upload or drag-and-drop

Use the upload button or drag files directly into the upload area.
5

Wait for processing

Documents will be processed and appear in your document list when ready.
[SCREENSHOT PLACEHOLDER: Document upload interface with drag-and-drop area]

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Upload Methods

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Button Upload

Click the “Upload” button and select files from your computer using the file picker dialog.

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Drag and Drop

Drag files directly from your computer onto the upload area in the Design IQ interface.

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Batch Upload

Select and upload multiple files at once to save time.

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Processing Time

After upload, documents go through processing:
  • Text Extraction - Content is extracted from PDFs and documents
  • AI Processing - Documents are prepared for AI analysis
  • Indexing - Content is indexed for search and retrieval
Processing time varies based on:
  • Document size
  • Number of pages
  • Document complexity
  • Current system load
You can use documents in workflows once processing is complete.

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Upload Best Practices

Name files clearly so they’re easy to identify later (e.g., “Structural_Drawings_Building_A.pdf” instead of “Document1.pdf”).
Ensure PDFs are text-searchable (not scanned images) for best AI analysis. Use OCR if needed.
Decide whether documents belong at the organization or project level before uploading.
Wait for processing to complete and verify documents appear in your list before running workflows.

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Upload Limits

Check with your organization administrator or Design IQ support for specific upload limits for your account tier.
Typical considerations:
  • File size limits per document
  • Total storage limits per organization
  • Number of concurrent uploads

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Troubleshooting Upload Issues

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Upload Fails

  • Check your internet connection
  • Verify the file format is supported
  • Try uploading a smaller file first
  • Refresh the page and try again

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Processing Takes Too Long

  • Large documents may take several minutes
  • Check the document list to see if processing completed
  • Contact support if a document is stuck in processing

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Document Not Appearing

  • Wait for processing to complete
  • Refresh the page
  • Check that you’re viewing the correct organization or project
  • Verify you have the appropriate permissions

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After Upload

Once uploaded and processed, you can:
  1. View documents in the Data section
  2. Search for documents by name or content
  3. Select documents for workflow execution
  4. Delete or replace documents as needed

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Next Steps

Document Formats

See which file types are supported

Run a Workflow

Use your documents in an AI review