On the Documents page of an Extract project, you upload, organise and manage the documents you want to review. Uploaded documents are processed automatically, and BEAMON detects key details such as the document type, signature date and a short summary.
You can also group a contract and its amendments into a document bundle.
Upload documents
- In your project, click Documents in the sidebar.
- Click Upload documents and choose Files… or Folder….
You can upload up to 100 documents at once, with a maximum of 150 MB per file. Supported formats are PDF and DOCX.
After a new project is created, you're taken straight to the Documents page. For the settings you choose when creating a project, see Create, Duplicate and Delete Extract Projects.
Processing
Uploaded documents are processed automatically. A spinner shows that processing is still in progress. Scanned or image-based documents are converted to text (OCR) depending on the text recognition setting of your project.
If you change the text recognition setting later, it only applies to documents you upload afterwards. To apply it to existing documents, delete them and upload them again.
Organise documents
Click New folder to create a folder. Open a folder to upload documents directly into it.
Click the three-dot icon next to a folder or document to see the available options:
- Folders: Rename or Delete folder and contents
- Documents: Download or Delete contract
To delete several items at once, select them using the checkboxes and click Delete.
Deleted documents and folders can't be restored.
Search and sort
Use the Search field to find files or folders by name. Search only covers the level you're currently on. To search inside a folder, open it first.
Use Sort by to sort by Title (A → Z) (default), Newest first or Oldest first.
View document details
Click a document to open Document Details. There you can:
- see the file name and an AI-generated summary
- check and correct the Signature date and the document Type
- preview the document on the right-hand side
- upload amendments to create a document bundle
Create document bundles
If a contract has one or more amendments, you can group them into a document bundle. In projects with the review unit One row per file, the contract and its amendments are then reviewed together as one row, in order of signature date, so later changes take precedence over the original text.
Add an amendment
- Open the Document Details of the main contract.
- Under Amendments, click Upload amendment.
Once uploaded, the amendment:
- is processed and listed below the main contract
- gets an AI-generated title instead of its file name
- gets a signature date, which you can correct if needed
- gets a short description, which you can show or hide by clicking the title
Amendments are listed by signature date, with the newest at the top. You can preview the main contract or any amendment on the right-hand side.
If documents shouldn't be grouped, upload them separately rather than as amendments. Each one will then be reviewed on its own.
What's next?
Add your documents to the grid and start adding columns to extract specific data points.