Formats
PDF, Excel (.xlsx), CSV and Word (.docx) files are accepted. Exports from ticketing, version-control and payroll systems are usually CSV or Excel; keep them as exported rather than pasting into another document.
Naming
Name files for what they are: Payroll_Register_2025.xlsx, Load_Test_Results_v3.xlsx, Contractor_SOW_VisionLabs_signed.pdf. The checklist ticks a category when a file matches it, and a clear name helps the match.
Readable records
- Scanned PDFs should be text-searchable where possible.
- Spreadsheets should keep one table per sheet with a header row.
- Exports should cover the whole tax year, not a quarter.
Per project
Upload each project's records on its own documents step. A record that supports two projects can be added to both.
Not defined here
Note.File-size limits, OCR behavior, encryption and retention for the production service are not stated on this page, because they are not yet confirmed. On this site, files stay in your browser and nothing is uploaded.