> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Uploading Documents

> Learn how to upload documents, files, and brand assets in your customer portal

## Document Upload Overview

Your success team may request various documents during onboarding. This guide covers how to upload files correctly and troubleshoot common issues.

***

## Finding Upload Tasks

Document upload tasks appear in your portal:

1. **Action Center** - Active upload requests
2. **Urgent Tasks** - Overdue or blocking uploads
3. **Phase Accordion** - Within the relevant phase

Look for tasks with upload/document icons.

***

## Uploading Files

### Method 1: Drag and Drop

<Steps>
  <Step title="Open the Upload Task">
    Click the document upload task.
  </Step>

  <Step title="Locate Your File">
    Open your file explorer or finder.
  </Step>

  <Step title="Drag to Upload Area">
    Drag the file onto the upload area in your browser.
  </Step>

  <Step title="Drop">
    Release to start the upload.
  </Step>
</Steps>

### Method 2: Browse Files

<Steps>
  <Step title="Open the Upload Task">
    Click the document upload task.
  </Step>

  <Step title="Click Browse">
    Click the **"Browse Files"** or **"Select Files"** button.
  </Step>

  <Step title="Select Files">
    Navigate to and select your file(s).
  </Step>

  <Step title="Open">
    Click **"Open"** to start the upload.
  </Step>
</Steps>

***

## Supported File Types

### Documents

| Type      | Extensions  | Max Size |
| --------- | ----------- | -------- |
| **PDF**   | .pdf        | 50MB     |
| **Word**  | .doc, .docx | 25MB     |
| **Excel** | .xls, .xlsx | 25MB     |
| **Text**  | .txt, .csv  | 10MB     |

### Images

| Type     | Extensions  | Max Size |
| -------- | ----------- | -------- |
| **PNG**  | .png        | 10MB     |
| **JPEG** | .jpg, .jpeg | 10MB     |
| **SVG**  | .svg        | 5MB      |
| **GIF**  | .gif        | 10MB     |

### Other

| Type              | Extensions  | Max Size |
| ----------------- | ----------- | -------- |
| **Archives**      | .zip        | 100MB    |
| **Presentations** | .ppt, .pptx | 50MB     |

<Warning>
  Specific upload tasks may have different requirements. Check the task description for exact specifications.
</Warning>

***

## Upload Progress

### During Upload

You'll see:

* Progress bar showing percentage
* File name being uploaded
* Cancel button (while in progress)

### After Upload

Successfully uploaded files show:

* Checkmark or success indicator
* File name and size
* Option to remove (if allowed)

***

## Multiple File Uploads

Some tasks allow multiple files:

<Steps>
  <Step title="Select Multiple">
    Hold Ctrl (Windows) or Cmd (Mac) while clicking to select multiple files.
  </Step>

  <Step title="Or Drag Multiple">
    Select multiple files in your file explorer, then drag them all at once.
  </Step>

  <Step title="Watch Progress">
    Each file uploads and shows individual progress.
  </Step>

  <Step title="Verify All Uploaded">
    Ensure all files appear in the uploaded list.
  </Step>
</Steps>

<Info>
  Check the task description for maximum number of files allowed.
</Info>

***

## Image Requirements

For image uploads (logos, screenshots, etc.):

### Dimensions

Check if specific dimensions are required:

* **Logo** - Often 512x512px or similar
* **Banner** - May require specific aspect ratio
* **Screenshots** - Usually no specific requirement

### Quality Tips

<CardGroup cols={2}>
  <Card title="Use High Resolution" icon="image">
    Upload the highest quality available. Can be resized down later.
  </Card>

  <Card title="PNG for Transparency" icon="square-dashed">
    Use PNG format if your logo needs a transparent background.
  </Card>

  <Card title="SVG When Possible" icon="vector-square">
    SVG files scale perfectly and are ideal for logos.
  </Card>

  <Card title="Check Background" icon="paint-roller">
    Ensure logos work on both light and dark backgrounds.
  </Card>
</CardGroup>

***

## Brand Asset Uploads

Some tasks request specific brand assets:

### Common Requests

| Asset            | Typical Requirements                           |
| ---------------- | ---------------------------------------------- |
| **Primary Logo** | PNG/SVG, transparent background, 1000px+ width |
| **Square Icon**  | PNG, 512x512px, used for avatars               |
| **Favicon**      | PNG/ICO, 32x32px or 64x64px                    |
| **Brand Colors** | Hex codes (e.g., #04593a)                      |
| **Banner Image** | PNG/JPG, specific dimensions                   |

### Preparing Assets

Before uploading, ensure your assets:

* Meet the specified dimensions
* Have correct file format
* Are high resolution
* Have transparent backgrounds (if required)

***

## Replacing Files

If you need to upload a different version:

<Steps>
  <Step title="Remove Existing">
    Click the remove/delete button on the uploaded file (if available).
  </Step>

  <Step title="Upload New Version">
    Upload the correct file.
  </Step>

  <Step title="Verify">
    Confirm the new file appears.
  </Step>
</Steps>

<Info>
  If you can't remove a file, contact your CSM to reset the task.
</Info>

***

## Submitting Your Upload

After uploading all required files:

<Steps>
  <Step title="Review Files">
    Check that all required files are uploaded.
  </Step>

  <Step title="Verify Names">
    Ensure files are named clearly if multiple are uploaded.
  </Step>

  <Step title="Click Submit">
    Click **"Submit"** or **"Complete"** to finish the task.
  </Step>
</Steps>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Upload Failed">
    **Check:**

    * File size within limits
    * File type is supported
    * Stable internet connection
    * File isn't corrupted

    **Try:**

    * Refresh the page
    * Try a smaller file
    * Use a different browser
    * Contact your CSM
  </Accordion>

  <Accordion title="File Type Not Accepted">
    **Check:**

    * Task requirements for allowed types
    * File extension matches content (e.g., don't rename .doc to .pdf)

    **Try:**

    * Convert file to an accepted format
    * Use online converters if needed
    * Ask CSM about alternative formats
  </Accordion>

  <Accordion title="File Too Large">
    **Solutions:**

    * Compress PDFs using online tools
    * Resize images to smaller dimensions
    * Use .zip for multiple files
    * Split large files if possible
  </Accordion>

  <Accordion title="Upload Stuck or Slow">
    **Check:**

    * Internet connection strength
    * File size (large files take longer)

    **Try:**

    * Wait a bit longer
    * Cancel and retry
    * Try a different network
    * Try a wired connection
  </Accordion>

  <Accordion title="Uploaded Wrong File">
    **Action:**

    * Remove and re-upload if possible
    * Contact your CSM if you can't remove it
    * CSM can reset the task if needed
  </Accordion>
</AccordionGroup>

***

## Security & Privacy

Your uploaded files are:

* **Encrypted** in transit (HTTPS)
* **Stored securely** in cloud storage
* **Accessible only** to you and your success team
* **Not shared** with other customers

<Info>
  Check with your vendor about their data retention policies if you have specific compliance requirements.
</Info>

***

## What's Next?

<CardGroup cols={2}>
  <Card title="Forms & Surveys" icon="file-lines" href="/customer-portal/forms-and-surveys">
    Complete questionnaires and data forms
  </Card>

  <Card title="Completing Actions" icon="check-circle" href="/customer-portal/completing-actions">
    Overview of all action types
  </Card>
</CardGroup>