Document Ingestion Options

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 here for more information
Automated via API: Ingest documents from other systems such as CRMs or ERPs using API integrations or workflow automation tools

Affinda assigns each document a unique identifier during ingestion, ensuring traceability throughout the workflow.

Supported Formats

Text-based formats: PDF, DOC, DOCX, XLS, XLSX, ODT, RTF, TXT, HTML

Image-based formats: PNG, JPG, TIFF, JPEG

Best Practices

Use high-resolution scans or images
Files should ideally be uncompressed to ensure optimal extraction accuracy