Adding attachments is limited to the consultant role. Once attached, the file can be downloaded by consultant and client roles. See Download a ticket’s file.
Attach a document while adding a ticket
The most common way to attach a file is to upload the document and create the ticket from it in one flow.Upload the document
Select Upload Document and choose the file. The uploader accepts PDFs (up to 5 MB).
Tag the pages as a Ticket
Lift AI walks you through the PDF’s pages so you can mark which ones make up the ticket. Tag the document as a Ticket.
Fill in and save the ticket
Complete the ticket form and save. The uploaded document is attached to the new ticket as its primary file. See Create a ticket.
How attachments behave
- Primary document — each ticket has one primary attachment, which is the file offered for download on the ticket.
- PDF page numbers — a PDF attachment is linked to a specific page. A page number is required for PDF attachments and is not allowed on non-PDF files such as images.
- Multiple files — a ticket can hold more than one attachment.
In the flow above you fill in the ticket yourself; the file is simply attached. Tickets that Lift AI creates automatically from documents it processes are instead marked processed by AI — see Check a ticket’s data status.