---
id: KB-DI-008
url: https://app.codecontract.io/help/documents-and-ai/uploading-your-first-document
idioma: en
categoria: documentos-ia
subcategoria: subir
audiencia: usuario
nivel: basico
actualizado: 2026-08-13
tambienEn: [es]
relacionados: [KB-DI-003, KB-DI-007, KB-DI-019]
citadoPor: [KB-DI-017]
---

# Uploading your first document

_What happens when you drop it in, and what to decide next._

**Responde a:** how do i upload a document · drag files into the platform · what happens when i upload a pdf · where are my documents stored

Uploading is dragging the file in. What is interesting starts afterwards, because what happens next decides whether that document will be useful or just another copy in a new place.

## What happens when you drop it

1. **It is stored as is** — Encrypted and untouched. The original is never modified: that is what lets it serve as evidence.
2. **It is read, if that type has reading enabled** — The values that matter are extracted: dates, amounts, identifiers.
3. **It becomes searchable by content** — Not only by filename, which is how almost nobody looks for it.

## What to decide right then

| Decision | Why now |
| --- | --- |
| If it expires, set the date | It is when you have it in front of you. Nobody looks at it again later |
| Where it goes | By client, site or project: by whatever people ask about |
| Who should see it | Especially if it carries personal data |

> [!NOTE]
> The expiry date is what turns a file into something that warns you. A document without one is stored paper; with one, it is an alert eleven months from now.

> [!WARNING]
> Before uploading something with another person's data — an ID document, a payslip, a medical report — consider whether you genuinely need to keep it. What is not stored cannot be lost.

**Up to what size?**

30 MB per file, which covers practically everything.

**Can I upload several at once?**

Yes, by dragging a selection or a whole folder.

**Can it be replaced with a new version?**

Yes, and the previous one is kept with its date.

## Ejemplos

**Someone uploads their twenty suppliers' insurance policies without setting dates.**

- Goes back and marks each one's expiry

→ Eleven months later twenty warnings arrive by themselves, instead of it surfacing during an inspection.

**The first document is uploaded without knowing where it goes.**

- Picks the file before uploading

→ The document lands where it will be looked for.

**It is uploaded and nobody knows whether it was read.**

- Checks whether extracted data appears

→ You know what the system did.

**A confidential document is used for the trial.**

- Uses a test one the first time

→ Learning compromises nothing.

**It is uploaded and the tab closed before it finishes.**

- Waits until it appears in the list

→ The upload is confirmed.

**The worst scan available is used for the test.**

- That is exactly what is worth testing first

→ You know the worst case before deciding.