> ## Documentation Index > Fetch the complete documentation index at: https://help.liftai.com/llms.txt > Use this file to discover all available pages before exploring further. # Add a document manually > How to enter an invoice, proposal, inspection report, violation, or supporting data by hand when you don't have a PDF to upload. Adding a document manually lets you create a single record by typing its details instead of uploading a file. Use this article when you have the information but not the paperwork — or when the record exists only in another system. For each type, Lift AI opens a dedicated form with the fields it needs. Adding documents is limited to the **consultant** role. The **Upload Document** button does not appear for other roles. ## When to add manually vs. upload a PDF If you have the source PDF, [upload the document](/documents/upload-a-document) instead. Uploading lets you tag each page, file several records from one file, and keep the original attached. Add manually when there's no file to upload, when you only need to capture a record's key details, or when you'll attach the paperwork later. ## Open the Add Manually menu Select **Upload Document** in the top bar, on the right. The **Add to Property** dialog opens. Under **Add Manually**, pick the type you want to add: **Invoice**, **Ticket**, **Proposal**, **Certificate**, **Violation**, or **Inspection Report**. The matching form opens. Two of these types have their own articles. For **Ticket**, see [Create a ticket](/tickets/create-a-ticket). For **Certificate**, see [Upload a certificate](/compliance/upload-a-certificate). The rest are covered below. ## Invoice Choosing **Invoice** opens the **Add Invoice** form. It has a **General** section and an **Items** section. ### General * **Date** — the invoice date. * **Invoice #** — the invoice's identifier. * **Property** — the property the invoice is for. Choosing a property determines which lifts and service providers you can select. * **Consultant** — the consultant the invoice is assigned to. * **Type** — the kind of invoice, such as maintenance. * **Cars Serviced** — the lifts the work covered. The options come from the property you chose. The label follows your locale: **Cars Serviced** in the US, **Lifts Serviced** in the UK. * **Service Provider** — the provider who issued the invoice. The list is scoped to the chosen property. * **Description** — optional free text. ### Items * **Line Items** — itemize the charges. The **Invoice Amount** total updates automatically as you enter line-item amounts. Select **Save** to file the invoice. It lands in [Spending](/spending/review-spending), ready for review — see [Review an invoice](/invoices/review-an-invoice). ## Proposal Choosing **Proposal** opens the **Add Proposal** form. It uses the same layout as the invoice form, with the labels worded for a proposal — **Proposal #** and **Proposal Amount** — and the same **General** and **Items** sections: date, property, consultant, type, **Cars Serviced**, service provider, description, and line items. A saved proposal also appears in [Spending](/spending/review-spending) for review. ## Inspection Report Choosing **Inspection Report** opens the **Add Inspection Report** form. It has an **Inspection Details** section and a **Violations** section. ### Inspection Details * **Property** — the property that was inspected. This determines which cars you can select. * **Car Inspected** — the lift the inspection covered. * **Date of Inspection** — when the inspection happened. * **Type** — **Periodic Inspection**, **Compliance Inspection**, or **Other**. Choosing **Other** adds a **Custom Type** field. * **Status** — **Passed**, **Failed**, or **Shutdown**. * **Inspector Name** — who performed the inspection. * **Comments** — optional free text. ### Violations Use **+ Add Violation** to record any violations the inspection found. Each one captures a **Code**, **Location**, **Date Open**, **Correction Due**, **Responsibility** (Owner, Service Provider, or County), and **Description**. Remove a violation with the trash icon next to it. Select **Save** to file the report against the unit. ## Violation Choosing **Violation** opens the **Add Violation** form with a **Violation Details** section. * **Property** — the property the violation is against. This determines which cars you can select. * **Car** — the lift the violation is cited against. * **Violation Code** — the cited code. * **Location** — optional, where on the unit it applies. * **Date Open** — when the violation was opened. It cannot be in the future. * **Correction Due** — the deadline to correct it. It cannot be earlier than the open date. * **Responsibility** — optional: Owner, Service Provider, or County. * **Description** — what the violation is. It must be at least 10 characters. Select **Save** to file the violation. It appears in [Compliance](/compliance/compliance-dashboard), attached to the unit. ## Supporting Data Supporting data is backup paperwork — a work order, a service report, or another page that supports an existing record rather than standing on its own. It isn't created from scratch on the **Add Manually** menu; instead, you reach the **Other Supporting Data** form while [uploading a PDF](/documents/upload-a-document), when you tag a page as **Supporting Data**. The form has a **General** section with a single field that links the page to an existing record: * **Related to Invoice or Proposal #** — attach the page to an invoice or proposal. * **Related to Ticket #** — attach it to a ticket. * **Related to Certificate** — attach it to a certificate. * **Related to Inspection Report** — attach it to an inspection report. Which field you see depends on the record type you're attaching to. Select **Save** to attach the page as backup to that record. ## Related * [Upload a document](/documents/upload-a-document) * [Create a ticket](/tickets/create-a-ticket) * [Upload a certificate](/compliance/upload-a-certificate) * [Review an invoice](/invoices/review-an-invoice)