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:

  1. Manual Upload: Uploading documents manually via the Affinda app
  2. Email Integration: Automatically fetching documents from a linked email account. See here for more information
  3. Automated via API: Ingesting documents from other systems like 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, JEPG

Best Practices

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