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Uploading a document is the central way to get paperwork into Lift AI. From one entry point you can upload a PDF, mark what each page is — an invoice, a ticket, a proposal, a certificate, a violation, an inspection report, or supporting data — and Lift AI files each page where it belongs. 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 two ways to add paperwork:
  • Upload a file — drag in or choose a PDF. This is the main path covered below.
  • Add Manually — skip the file and enter a single record by hand. See Create a ticket for the manual ticket form.

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Upload the PDF

1

Add the file

Drag in or choose a PDF file (up to 5 MB). 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:
TypeWhat it is
InvoiceA vendor bill for work performed.
TicketA service ticket — a callback, maintenance visit, inspection, or other work record.
ProposalA vendor proposal or quote for upcoming work.
Supporting DataA work order, service report, or other backup that supports another document.
CertificateAn elevator’s operating certificate or other compliance document.
ViolationA cited violation against a unit.
Inspection ReportAn inspection report for a unit.
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.