There are 3 main ways to upload documents to the Affinda platform. Documents can be ingested through multiple channels, depending on the user’s workflow:

Manual Upload

Uploading documents manually via the Affinda app

Email Integration

Automatically fetching documents from a linked email account.

See Email Upload for more information

Automated via API

Ingest documents from other systems such as CRMs or ERPs using API integrations or workflow automation tools.

See API Reference for more information.
Affinda assigns each document a unique identifier during ingestion, ensuring traceability throughout the workflow.

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Supported Formats

Text-based formats: PDF, DOC, DOCX, XLSX, ODT, RTF, TXT, HTML Image-based formats: PNG, JPG, TIFF, JPEG
Best Practices for Document Ingestion
  • Use high-resolution scans or images
  • Files should ideally be uncompressed to ensure optimal extraction accuracy