How do I upload documents to DocuElevate?

Navigate to the Upload page, drag-and-drop your files or click Choose File, and DocuElevate will automatically process them with OCR and AI metadata extraction.

Which cloud storage providers does DocuElevate support?

DocuElevate integrates with Dropbox, Google Drive, OneDrive, SharePoint, Amazon S3, Nextcloud, WebDAV, SFTP, FTP, and Paperless-ngx.

Can I automatically ingest documents from email?

Yes. Configure one or more IMAP mailboxes under Email Ingestion and DocuElevate will poll for new attachments and process them automatically.

Help Center

Q: How do processing pipelines work?

Pipelines let you chain processing steps (OCR, AI extraction, format conversion) and route the result to one or more destinations. Create and manage them from the Pipelines page.

Everything you need to get the most out of DocuElevate. Browse topics below or search for what you need.

Quick Start

Upload Documents

Drag & drop files onto the Upload page or click Choose File. DocuElevate converts images and office documents to PDF, runs OCR, and extracts metadata automatically.

Connect Storage

Head to Integrations and link your cloud storage accounts. DocuElevate supports Dropbox, Google Drive, OneDrive, Amazon S3, Nextcloud, and more. Processed documents are automatically routed to every destination you configure.

Automate Workflows

Create Pipelines to define multi-step processing and routing rules. Combine OCR, AI extraction, format conversion, and delivery in a single flow.

Sources – Getting Documents In

Web Upload

The fastest way to get started. Open the Upload page, drop one or more files, and DocuElevate takes care of the rest. Supported formats include PDF, JPEG, PNG, TIFF, DOCX, XLSX, and more.

Email Ingestion (IMAP)

Forward documents to a dedicated mailbox. Under Email Ingestion, add one or more IMAP accounts. DocuElevate polls for new messages and processes attachments automatically.

REST API

Integrate programmatically by POST-ing files to /api/upload. Ideal for scripts, watched folders, scanners, or third-party tools like Zapier and n8n.

Scanner & Mobile

Configure your network scanner or multifunction printer to send scans directly to DocuElevate. Use the /api/upload endpoint as the destination. Mobile scanning apps with custom upload destinations are also supported.

Destinations – Where Documents Go

Dropbox

OAuth-linked. Files land in your chosen folder.

Google Drive

Service account or OAuth. Supports shared drives.

OneDrive

Microsoft Graph API integration.

SharePoint

Upload to SharePoint Online document libraries via Graph API.

Amazon S3

Any S3-compatible bucket (AWS, MinIO, Wasabi).

Nextcloud / WebDAV

Self-hosted cloud storage via WebDAV.

Paperless-ngx

Push documents straight into Paperless for archival.

SFTP / FTP

Secure file transfer to any server.

Email Forwarding

Processed files sent as SMTP attachments.

Webhook

POST metadata to any external endpoint.

Workflows & Pipelines

What is a Pipeline?

A Pipeline is a series of processing steps that run automatically whenever a document is ingested. Each step can transform, enrich, or route the document.

Typical Steps

Convert to PDF – all incoming files are normalised to a consistent PDF format.
OCR – extract selectable text from scanned pages using Azure Document Intelligence or the built-in engine.
AI metadata extraction – classify document type and pull key fields such as amounts, dates, and names using OpenAI.
Deliver to one or more destinations

Creating a Pipeline

Go to Pipelines in the main menu.
Click New Pipeline and give it a name.
Add the processing steps you need.
Choose one or more delivery destinations.
Save – new documents will be processed through this pipeline automatically.

Data Ingestion Tools

cURL / REST API

Use the REST API to push documents programmatically. Authenticate with a Bearer token and POST files to the upload endpoint.

curl -X POST https://your-instance/api/upload \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -F "file=@/path/to/document.pdf"

Watched Folders

Configure a local or network folder to be monitored. Any file placed in a watched folder is automatically uploaded and processed by DocuElevate.

Network Scanners

Point any network scanner or multifunction printer at DocuElevate's upload endpoint. Scanned documents land directly in your processing queue.

Mobile Apps

Use any mobile scanning app that supports custom HTTP upload destinations to send photos and scans to DocuElevate from your phone or tablet.

Zapier / n8n / Make

Integrate DocuElevate into your automation workflows with Zapier, n8n, or Make. Use the REST API actions to trigger document uploads from any event.

Frequently Asked Questions

Navigate to the Upload page, drag-and-drop your files or click Choose File. DocuElevate converts images and office documents to PDF, runs OCR, and extracts metadata automatically.

PDF, JPEG, PNG, TIFF, BMP, GIF, DOCX, XLSX, PPTX, ODT, ODS, TXT, RTF, and HTML. Non-PDF files are automatically converted to PDF before processing.

Yes. Go to Email Ingestion, add an IMAP account, and DocuElevate will poll for new messages and process attachments automatically.

Pipelines let you chain processing steps – OCR, AI extraction, format conversion – and route the result to one or more destinations. Create and manage them from the Pipelines page.

DocuElevate encrypts credentials at rest, communicates over TLS, and never stores your documents longer than necessary. See the Privacy Notice for full details.

Contact Support

Can’t find what you’re looking for? Our support team is here to help.

support@docuelevate.org

Live Chat available – click the chat bubble to start a conversation.

Open a Support Ticket

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