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Overview

Prelix Forms supports intelligent file upload and processing, allowing you to enhance your reports with documents, images, and other media. Our AI can analyze and integrate content from your uploaded files directly into your reports.

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Supported File Types

Text-based documents:
  • PDF Files: Reports, contracts, research papers, presentations
  • Word Documents: .docx and .doc files
  • Text Files: .txt, .md, and other plain text formats
  • Spreadsheets: .xlsx, .xls files (data extraction)

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File Processing Capabilities

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Intelligent Content Extraction

Our AI processing engine can extract and analyze various types of content:
Advanced PDF analysis:
  • Text extraction from native and scanned PDFs
  • Table and data structure recognition
  • Chart and graph interpretation
  • Multi-page document processing
  • Metadata and structure analysis
Visual content understanding:
  • Text recognition (OCR) from images
  • Chart and graph data extraction
  • Diagram and flowchart interpretation
  • Photo content description
  • Visual element identification
Structured data processing:
  • Spreadsheet data interpretation
  • Table extraction from documents
  • Financial data recognition
  • Statistical information processing
  • Trend and pattern identification
Slide content processing:
  • Slide-by-slide content extraction
  • Key point identification
  • Visual element description
  • Narrative flow understanding
  • Summary generation

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How to Upload Files

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Upload Process

1

Locate Upload Areas

Look for file upload fields in your form, typically marked with an upload icon or “Choose Files” button.
2

Select Files

Click the upload area and select files from your device, or drag and drop files directly onto the upload zone.
3

Wait for Processing

Files are automatically processed after upload. You’ll see a progress indicator during processing.
4

Review Extracted Content

Once processed, you can review the extracted content and make any necessary adjustments.

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Upload Methods

Click to Upload

Click the upload button and select files from your file browser.

Drag & Drop

Drag files directly from your desktop onto the upload area.

Multiple Files

Select multiple files at once for batch processing.

Mobile Upload

Use camera or photo library on mobile devices.

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File Processing Features

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Real-Time Processing

Immediate processing:
  • Files are analyzed as soon as they’re uploaded
  • Real-time progress indicators
  • Immediate feedback on processing status
  • Error notifications if processing fails

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Advanced Processing Options

Customize how files are processed:
  • Language detection and processing
  • OCR accuracy settings
  • Content extraction preferences
  • Output format options
Control what content is extracted:
  • Include/exclude specific sections
  • Filter by content type
  • Set relevance thresholds
  • Remove sensitive information
How extracted content is used:
  • Merge with form responses
  • Create separate report sections
  • Generate summaries and insights
  • Cross-reference with other data

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Best Practices for File Upload

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File Preparation

1

Optimize File Quality

Ensure files are high quality and clearly readable for better processing results.
2

Organize Content

Structure your documents logically with clear headings and sections.
3

Use Descriptive Names

Name your files descriptively to help with organization and reference.
4

Check File Sizes

Keep files under the size limit (typically 10MB) for optimal processing.

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Content Guidelines

For best results:
  • Use high-resolution scans for scanned documents
  • Ensure text is clearly readable
  • Avoid heavily compressed or low-quality files
  • Include complete documents rather than partial pages

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File Processing Examples

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Common Use Cases

Upload financial documents:
  • Bank statements for transaction analysis
  • Expense reports for cost breakdown
  • Budget spreadsheets for comparison
  • Financial charts for trend visualization
Process survey data:
  • Survey response spreadsheets
  • Charts showing response distributions
  • Open-ended response documents
  • Demographic analysis files
Include project materials:
  • Project plans and timelines
  • Status update presentations
  • Meeting minutes and notes
  • Progress charts and metrics
Upload compliance materials:
  • Audit reports and findings
  • Regulatory documentation
  • Compliance checklists
  • Certification documents

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Troubleshooting File Upload

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Common Issues

If files won’t upload:
  • Check file size (must be under 10MB)
  • Verify file format is supported
  • Check internet connection stability
  • Try uploading files one at a time
  • Clear browser cache and cookies
If processing fails:
  • Ensure file isn’t corrupted or password-protected
  • Try converting to a different format
  • Check if file contains readable content
  • Contact support for persistent issues
If extracted content is inaccurate:
  • Use higher quality source files
  • Ensure text is clearly readable
  • Try different file formats
  • Manually review and correct extracted content

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File Size and Format Limits

Size Limits

Maximum file sizes:
  • Individual files: 10MB
  • Total upload per form: 50MB
  • Batch upload: 20 files maximum

Format Support

Supported formats:
  • Documents: PDF, DOC, DOCX, TXT
  • Images: JPG, PNG, GIF, WebP
  • Spreadsheets: XLS, XLSX, CSV

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Security and Privacy

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File Security

Data protection:
  • Files are encrypted during upload
  • Secure processing in isolated environments
  • Encrypted storage of processed content
  • Secure deletion after processing

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Next Steps

AI Report Generation

Learn how your uploaded files are integrated into AI-generated reports.
Pro Tip: The more relevant and high-quality files you upload, the richer and more comprehensive your AI-generated reports will be. Don’t hesitate to include supporting documents that provide context and depth to your data.