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Uploading a document is the central way to get paperwork into Lift AI. From one entry point you can hand a PDF to Lift AI to read for you, upload a file and tag what each page is — an invoice, a ticket, a proposal, a certificate, a violation, an inspection report, or supporting data — or enter a single record by hand. Use this article to upload a document and route its pages to the right place.
Uploading documents is limited to the consultant role. The Upload Document button does not appear for other roles.

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Open the uploader

Select Upload Document in the top bar, on the right. The Add to Property dialog opens with three ways to add paperwork:
  • AI pipeline (recommended) — drop in one or more PDFs and let Lift AI split, classify, and extract each document for you to review. See Review AI-extracted documents.
  • Upload & tag — upload a PDF and tag each page’s type yourself, with no AI processing. This is the path covered below.
  • Add manually — skip the file and enter a single record by hand. See Add a document manually.

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Upload the PDF

1

Add the file

On the Upload & tag tab, drag in or choose a PDF file (up to 5 MB), then select Continue to tagging. Only PDFs are accepted — images are not supported.
2

Review page by page

Lift AI splits the PDF into its pages and opens the Upload Document view. It shows a preview of the current page on the left and Page X of Y on the right, so you can work through a multi-page file one page at a time.
Only PDF files are accepted, with a size limit of 5 MB per file. A single PDF can hold many documents — each page is tagged separately.

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Tag each page

For every page, Lift AI asks “What type of document is this page?” and you choose the type yourself from a dropdown. There is no automatic detection — you set the type for each page. The dropdown offers these types: After you tag a page, you fill in the matching form for it — for example, an invoice’s property, amounts, and line items, or a ticket’s service details. Required fields differ by type, and the same validation applies as when you add that record by hand.
When several pages belong to one document — a multi-page invoice, or a service report behind a ticket — tag the first page with its type and use the “(Continued)” option (for example, Invoice (Continued)) for the following pages, or the Mark subsequent pages as… checkbox, so they attach to the same record instead of creating new ones. If a page isn’t needed, choose Skip this Page.

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Finish and check the result

Work through each page with Next, then confirm to finish. A Documents added successfully summary confirms the records that were created and offers a quick link for some types: invoices and proposals get a Review Invoice or Review Proposal link and certificates get a View Elevator link, while other types are listed without a jump-to link. Each page lands where that document type lives:
  • Invoices and Proposals go to Spending, ready for review. From the summary you can jump straight to Review an invoice or proposal. See Review an invoice.
  • Tickets go to the Tickets table and are reflected in the related performance numbers.
  • Certificates and Violations both attach to the unit in Compliance. From the summary you can select View Elevator on a certificate to open its unit. (Violations are saved to Compliance but aren’t shown as a row in the upload summary.) See Upload a certificate.
  • Inspection Reports are filed against the unit they inspect.
  • Supporting Data attaches to the related invoice, ticket, or unit as backup.
To start again on another file, select Upload Another Document from the summary.