> ## 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.

# Upload a document

> How to bring invoices, tickets, proposals, certificates, and other documents into Lift AI from a single PDF, tagging each page with its type.

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.

<Note>
  Uploading documents is limited to the **consultant** role. The **Upload Document** button does not appear for other roles.
</Note>

## 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](/documents/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](/documents/add-a-document-manually).

## Upload the PDF

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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:

| Type                  | What it is                                                                          |
| --------------------- | ----------------------------------------------------------------------------------- |
| **Invoice**           | A vendor bill for work performed.                                                   |
| **Ticket**            | A service ticket — a callback, maintenance visit, inspection, or other work record. |
| **Proposal**          | A vendor proposal or quote for upcoming work.                                       |
| **Supporting Data**   | A work order, service report, or other backup that supports another document.       |
| **Certificate**       | An elevator's operating certificate or other compliance document.                   |
| **Violation**         | A cited violation against a unit.                                                   |
| **Inspection Report** | An 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.

<Tip>
  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**.
</Tip>

## 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](/spending/review-spending), ready for review. From the summary you can jump straight to **Review** an invoice or proposal. See [Review an invoice](/invoices/review-an-invoice).
* **Tickets** go to the [Tickets table](/tickets/browse-tickets) and are reflected in the related performance numbers.
* **Certificates** and **Violations** both attach to the unit in [Compliance](/compliance/compliance-dashboard). 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](/compliance/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.

## Related

* [Review AI-extracted documents](/documents/ai-extracted-documents)
* [Add a document manually](/documents/add-a-document-manually)
* [Create a ticket](/tickets/create-a-ticket)
* [Upload a certificate](/compliance/upload-a-certificate)
* [Review an invoice](/invoices/review-an-invoice)