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Upload your first documents
How to add documents to your Spyral library, which file types are accepted, who can see them, and what Spyral does with them afterwards.
Uploading is how most things in Spyral start. A document you upload is read, classified, linked to the company it concerns, and made searchable, and it becomes something the assistant can answer from.
Uploading
- Go to Upload, or use the upload action from the Library.
- Drop the files onto the panel, or choose Upload from computer.
- Set the access level, described below.
- Choose Upload All.
You can select several files at once.
Accepted file types are PDF, DOCX and XLSX, up to 10 MB per file.
The upload page currently states a larger limit and lists PPTX and TXT. That on-screen text is wrong. The real limits are 10 MB and PDF, DOCX or XLSX, and a rejection message may quote the wrong figure back at you.
For larger files, connect Google Drive or Dropbox, which allow more. See Uploading documents.
Who can see what you upload
Before uploading, choose one of three access levels.
| Setting | Who can see the document |
|---|---|
| Global | Everyone in your firm's workspace |
| Project | Only the members of the project you pick |
| Specific | Only the colleagues you name |
Global is the normal choice for client documents that the whole firm works on. Nothing you upload is ever visible outside your firm's workspace, whichever option you choose. See Your data and where it is hosted.
What happens next
Each file moves through Uploading, then Processing, then Complete. Processing can take a few minutes for a long or scanned document, and it continues in the background: you can leave the page and the document will appear in the Library when it is ready.
During processing Spyral does several things.
Reads the text. If the PDF has no text layer, which is normal for anything scanned or photographed, it falls back to reading the page images. This is slower but gives the same result.
Works out what the document is. Luxembourg document types are recognised specifically, so an RCS extract, coordinated articles of association, a set of abridged annual accounts, board minutes and a shareholders' resolution are all told apart rather than lumped together as "PDF".
Links it to a company. The company named in the document is matched to a company in your workspace, and a document can be linked to more than one company where it concerns several.
Flags what it is unsure about. Classification carries a confidence level. Anything low is marked for a human to look at rather than quietly assumed to be correct.
Uploading an RCS extract creates the company in your workspace automatically once it is classified, with its managers, share capital and registered office. You do not have to create companies by hand. See Import a company from an RCS extract.
If processing fails
A failed document shows an error state in the Library rather than disappearing. Upload the file again. If it fails a second time, the file itself is usually the problem: a corrupt PDF, a password-protected file, or a scan too poor to read.
If a document seems stuck for a long time, it is normally still working in the background. It will appear in the Library on its own.
What to upload first
For a useful first hour, upload the RCS extract for one company you administer. That single file creates the company record, gives you a company profile to look at, and starts an annual accounts cycle. From there the rest of the workflow has something real to work on.
Next
Continue with Your first week, or read the fuller guide at Uploading documents.