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Upload Documents

Documents enter Zeno CY through one of two paths — a local folder you choose directly, or a Google Drive folder you bind through the connector. Both produce the same outcome: a document in your Documents view, parsed and waiting for review.

This page covers how to add documents safely and what to check if upload does not succeed.

Input modes

Local folder mode

The default and the most private path. Documents are read from a folder on your own device and processed locally.

  • Click Choose a local folder when prompted in Documents.
  • Zeno CY scans the folder and ingests the files it finds.
  • Use Change folder to switch scope or to reconnect after a stale browser session.

This is the right mode when you want to see the local-first behaviour for real. Source documents never leave your device while you stay in this mode. See Local-first processing for what that means precisely.

Google Drive connector mode

The right mode when documents arrive through a shared inbox or when multiple people need to drop files into the same workspace.

  • The connector asks for explicit consent on first use.
  • You must bind a specific folder — root-of-drive selection is not allowed.
  • New files added to the bound folder are indexed automatically for processing.

Permissions and consent details: Google Drive connector.

What produces the best results

Quality of extraction follows quality of input. The cleanest results come from:

  • readable PDF invoices and receipts,
  • clear images with good contrast (a steady phone photo beats a tilted scan),
  • one logical document per file where possible.

Low-quality scans or multi-document PDFs still work, but expect to spend more time in review.

After upload

  1. The file is discovered from the chosen source.
  2. Parsing starts automatically — typically under 30 seconds locally.
  3. Extracted fields appear in the document preview.
  4. You run the review and register flow described in Document Processing.

Common upload blockers

If a file does not appear or refuses to ingest, the cause is usually one of:

  • unsupported or corrupted source format,
  • lost folder permission (the local path was moved or removed),
  • stale connector consent (Google Drive needs reconnect),
  • expired local browser session,
  • environment-level limits (demo mode, plan caps).

If upload fails repeatedly, see Errors & Troubleshooting or contact me directly.