How to Upload Documents

Background

Document Crunch has transformed the document upload experience by replacing technical "Solution Types" with intuitive "Document Types" that match how construction professionals naturally organize their work. This streamlined approach delivers several key benefits to help you work more efficiently:

Simplified Document Organization: Instead of choosing from confusing technical categories, you'll now select familiar document types like Prime Contract, Subcontract, Specifications, or Other—terms that align with how you already think about your construction documents.

Complete Setup in One Step: The new upload flow allows you to configure everything during the upload process, including document destination, applying checklists, adding playbooks, and assigning team members. This means your document is ready to work with as soon as processing completes, eliminating the need to return later to add checklists or make assignments.

Increased Efficiency: By guiding you through a clear, step-by-step workflow in a convenient modal window, the new system helps you get documents processed faster while ensuring you don't miss important setup steps. You can even assign checklists and playbooks to team members during upload, so everyone is notified and ready to start work immediately.

Things to Consider

• Single Document Upload: The current version supports uploading one document at a time. If you need to upload multiple documents, you'll need to repeat the process for each file.

• Supported File Types: Only .pdf, .doc, and .docx files are accepted, with a maximum of 3,000 pages and 500MB file size.

Steps

1. Start the Upload Process

Click the +New button in your dashboard and select New Crunch from the dropdown menu. A window will appear, keeping you on your current page while you complete the upload.

2. Upload Your Document

In the upload window, you can either drag and drop your document into the designated area or click browse files to select a document from your computer. The Destination drop down box will display your current location (dashboard, folder, or project) where the document will be saved, or you can select a different location at this stage.

3. Select Your Document Type

Choose the document type that best matches what you're uploading:

• Prime Contract: For main contracts, general agreements, and GMP or design-build contracts

• Subcontract: For subcontractor agreements and trade contracts

• Specifications: For project specifications and technical documents

• Other: For all other document types, including RFPs, NDAs, insurance policies, and more

4. Apply Checklists and Playbooks (Optional but Recommended)

After selecting your document type, you'll see relevant checklists and playbooks available for your selection:

• Your custom checklists appear first for easy access

• DocumentCrunch library checklists follow, filtered by your selected document type

• You can select multiple checklists to apply simultaneously

• You can combine one playbook with multiple checklists

• The "Chat with my document" feature is always available, even without checklists

5. Assign Checklists or Playbooks to Team Members (Optional but Recommended)

For each checklist or playbook you've selected, you can assign it to a team member:

1. Click the assignment icon on the right side of the checklist/playbook name

2. Select the user you want to assign it to from the dropdown

3. The assigned user will receive a notification as soon as the document processing is complete

6. Complete the Upload

Once you've configured your document type, checklists, and assignments, click the Crunch button to begin processing.

What happens next:

• You'll see a success confirmation message

• Your document appears in the dashboard with a "Pending" status

• The system processes your document along with all selected checklists and playbooks

• You receive an email notification when processing is complete

• Assigned team members receive notifications about their assignments

Processing Time: Document processing typically completes within a few minutes, but timing may vary based on document size and complexity.

7. Access Your Processed Document

Once processing is complete, click on the document name in your dashboard to open it. All checklists, playbooks, and assignments you configured during upload will be ready to use immediately.