Create new
Upload a new file
Create new
Upload a new file
Learn how to upload a new file in your workspace.
Overview
Upload a new file using either of these methods:
- Click New > New file upload in the top-right corner
- Use keyboard shortcut
Option + V(Mac) orAlt + V(Windows)
Then complete these fields, choose your file, and click Upload new file:
| Fields | Description | Example |
|---|---|---|
| Name | Name of the file to be uploaded | Bella Marks ID Card |
| Document type | Type of document being uploaded. Custom types are supported | Identity document |
| Vision OCR | Extract data from uploaded file for use in your records | |
| Link to transaction | Attach document to transaction record (by ID). Can be viewed on the transaction details page | |
| Link to identity | Attach document to identity record (by ID). Can be viewed on the identity details page |
Need help?
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Contact our Support team to get answers and expert guidance on making the most of Cloud.