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  1. Open DocFinity in the browser and select Workspaces > Indexing.

  2. Select the Upload option in the Batches panel menu.


  3. Use the Browse button to find and select the documents, or the documents can be dragged and dropped into the Upload Files window that appears. Ensure the file is dropped over the words Drop files here to upload otherwise it may not upload successfully.


  4. Once the files have been added, select the Upload button to upload them to DocFinity.


  5. When the filename turns green and the checkmark appears, the file has been uploaded successfully.
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  6. Files uploaded in this way will only appear in your batch of My Uploads. This document can only be indexed by the user who uploaded it. No other users will be able to see these documents in the Batches panel.

  7. The documents will then be indexed just as they are in other batches.