Upload project documents

Documents keeps the source files of a project — the IM and any supporting PDF. One file per upload, PDF only, and the upload starts the moment you pick it.

Before you start

The project is open in the Portal. Everyone with access to the project sees the Documents tab, clients included.
An active subscription to upload. When billing lapses Upload Document is disabled, with the tooltip Subscription inactive. Upgrade to resume editing.
The file as a PDF. One file per upload.

Steps

Open the project from Projects, then click the Documents tab.
Click Upload Document. The dialog holds a drop zone and nothing else.
Drop one PDF onto Drag and drop your IM (PDF) here, or click to browse, or click it to pick the file. The upload starts the moment you choose the file. There is no confirm button.
Wait while the panel runs through Loading, Extracting Text, Analyzing Content, Storing Document and Complete.
Leave the dialog open until it finishes. Closing it part-way asks A document is currently being processed. Are you sure you want to cancel?.

This tab stores files. It reads no property details, selling points, branding or agents out of them, whatever the stage labels suggest. Those come from the IM the project was built from, or from Upload & Extract on the Property tab.

Only PDF is accepted. The file picker filters for you; dragging does not, so a dropped image or Word file runs the whole progress panel and then fails to save.

What you see when it worked

Two toasts: Property document processed successfully and Document processed and saved successfully. About a second later a new row appears in the table under Document, Type, Date and Actions, with Type reading Property Document. View opens the file in a new browser tab.

View is the only row action. There is no delete, no rename and no download. Uploading a file the project already holds adds no second row; the Portal keeps the one it has.

If it does not work

What you see	What to do
`Document processed but could not be saved to storage`	The file is not a PDF, or the upload was refused. Confirm it is a PDF and upload it again.
`Error processing document`	Retry. If it repeats, reload the page and start again.
`Failed to save document data`	Retry the upload. The file was not recorded on the project.
`Failed to save property information`	Retry the upload.
`Error: <message>` with a Try Again button	Try Again only clears the file. Pick the file again and upload.
`Error loading documents: <message>`	Reload the page. The list could not load.
The panel finishes but no new row appears	Check the file is a PDF, then upload it again.