> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mercora.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Uploading documents

> Upload trade documents by hand, including saved emails and multi-document packs.

Upload documents yourself when they didn't come in by [email](https://docs.mercora.io/documents/email-ingestion.md), for example scans or files saved from a portal. Uploaded files go through the same [processing](https://docs.mercora.io/documents/processing.md) and [Inbox](https://docs.mercora.io/documents/inbox.md) review as emailed ones.

> [!NOTE]
>
> **Before you start:** uploading needs the **Document upload** module and a role that can edit documents. Ask your workspace admin.

## Upload files

You can upload from **Upload** in the sidebar, from **Upload** at the top of the [Inbox](https://docs.mercora.io/documents/inbox.md), or from a trade's **Documents** tab (the trade is then fixed).

**1. Add your files**

Drag files onto the drop zone, or click it to choose them. Click **×** next to a file to remove it.

**2. Leave the type on Auto-detect**

Mercora works out what each document is. Only pick a **Document Type** if every file in this upload is of that type: it applies to all of them.

**3. Choose a trade, if you know it**

Leave **Associate with Trade** empty and Mercora [matches](https://docs.mercora.io/documents/matching.md) each document after reading it. If you pick a trade, for example VCS-S-2026-0714, the documents go straight onto it. This field only shows when your workspace uses the **Trades** module and your role can see trades.

**4. Click Upload**

Each file shows **Uploaded — processing in background** when it's in. You can leave the page. If some files fail, click **Upload** again to retry only those.

![The Upload page with a file ready to upload](https://mintcdn.com/placeholder-f4ffdeec/22McaegbdDRSI41b/images/documents/upload-page.png?fit=max\&auto=format\&n=22McaegbdDRSI41b\&q=85\&s=5b9416dbeb127f1a799d943fc46d0501)

The Upload page with the B/L for sugar trade VCS-S-2026-0714 ready to upload.

## Supported files

* PDF (`.pdf`), Word (`.docx`, shown as a PDF for review), images (`.jpg`, `.jpeg`, `.png`) and plain text (`.txt`).
* Saved emails (`.eml`, `.msg`), see below.
* Up to **50 MB** per file.

If your workspace uses the **Freight Rates** module, you can also upload carrier rate sheets as spreadsheets (`.xlsx`, `.xlsm`, `.xls`, `.ods`, `.csv`), or a PDF with the type **Carrier rate sheet**. These go to the [freight rates](https://docs.mercora.io/workflows/freight-rates.md) workflow, not onto a trade.

### Saved emails

A saved email is opened like mail arriving in your workspace mailbox: each attachment becomes its own document, and the email shows above the document when you review it. If nothing usable comes out, it appears in the Inbox as **Nothing captured from this email**, with the reason. Reject or delete it to clear it.

## Multi-document packs (bundles)

When one PDF holds several documents, such as an invoice, B/L, packing list and certificates, Mercora splits it into separate documents and processes each one on its own.

If your workspace uses **Bundle review**, Mercora holds the pack in **Needs you** under **Review**, marked **Split review**, until someone confirms the split. Nothing in the pack is read or matched until then.

> [!NOTE]
>
> Bundle review is a workspace module and is off unless your admin turns it on.

To confirm the split:

1. Open the pack. The right panel lists the documents found, for example "Document 1 · pp 1–3". Click one to see only its pages.
2. Fix any wrong boundary: the scissors icon splits a document in two, the merge icon joins it with the one below, and **Reset** restores Mercora's proposal.
3. Click **Approve split** (or **Approve edits**). To discard the pack, click **Reject**, then **Confirm reject**.

If Mercora can't find where the documents in a pack start and end, it holds the file the same way and says so, with or without Bundle review. Use the **⋯** menu to reclassify it as a single document, reprocess it or delete it.

After a split, you can still fix the parts from the trade's **Documents** tab: **⋯** › **Split pages** or **Merge with**.

## Duplicates

Mercora doesn't upload a file that is exactly the same as one already in your workspace, whether that one was uploaded or emailed. A rescan or re-saved copy is a different file, and a document you deleted doesn't count.

A duplicate's row says where the existing copy is, for example "Already uploaded on Oct 26, 2026 to VCS-S-2026-0714". Choose **Skip**, or **Upload anyway** to add a second copy.

## Next steps

* [Document processing](https://docs.mercora.io/documents/processing.md): what happens to each file, and what to do if one fails.
* [The Inbox](https://docs.mercora.io/documents/inbox.md): review what Mercora read and approve it.


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