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Upload is the channel for a file that is already sitting on your computer: an invoice a vendor emailed you last month, a carrier scorecard you downloaded as a PDF, a P&L your bookkeeper sent over,…

8 min read·Updated July 13, 2026
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What the Upload channel is

Upload is the channel for a file that is already sitting on your computer: an invoice a vendor emailed you last month, a carrier scorecard you downloaded as a PDF, a P&L your bookkeeper sent over, or a whole folder of receipts you have been meaning to deal with. You hand Verinode the file directly instead of waiting for it to arrive by email, and Verinode reads it, classifies it, and files it against the right vendor, job, carrier, or client the same way it would if the same document had been forwarded.

Verinode does not just store the file. It reads it, an independent data trust doing the extraction and matching work so the resulting signals and benchmarks can be trusted, and turns it into the same kind of structured data every other channel produces: a vendor invoice becomes cost-position data on the job it belongs to, a scorecard becomes compliance and rating data on a carrier, a P&L becomes the numbers behind your margin picture.

Where to find it

Open Connect from the sidebar at /connect. The Connect home shows an Explore tile row of five capture channels: Email, Upload, Photo, Voice, and Integrations. Tap the Upload tile to open its card.

You do not have to go through Connect to actually upload a file, though. The Add Data button lives in the header of every section page: Vendors, Jobs, Margin, Clients, Equipment, Certifications, Carriers, Safety, Compliance, Costs, Reputation, Processes, Documents, Vault, and Workflows. Wherever you are on the platform, Add Data opens the same capture window, and its first tab is Upload. There is also a keyboard shortcut: Cmd+U on a Mac, Ctrl+U on Windows, from anywhere in the app.

The Upload tile on Connect

The tile carries a status pill in its top-left corner:

  • Ready to set up (copper) if nothing has come in through Upload yet.
  • N captured, Active (green) once at least one file has been processed through this channel. The count covers both single files and files sent through a bulk batch, they share the same running total.

Below the pill, the card's heading reads: "Drop files, invoices, scorecards, P&Ls, anything." Under it, the explanatory copy: use the Add Data button on any section page to upload a file, Verinode parses it inline and surfaces signals immediately, and bulk imports work too: drag a folder of invoices in and they fan out across the right entities automatically.

A copper When to use it box beneath that gives the rule of thumb: Upload is best for one-off files you already have on disk. Email is faster for things that arrive in your inbox regularly. See Forwarding your documents for the channel that handles the recurring case.

A final note box spells out the mechanic plainly: the Add Data button on every section page launches the capture flow, no setup required, it just works. That is the whole point of Upload: there is nothing to configure. Unlike the Email channel, which needs an inbound address and a few forwarding rules before it does anything, Upload works the moment you have a file and a page open.

Uploading a single file

  1. 1Click Add Data in the header of any section page, or press Cmd+U (Ctrl+U on Windows). The capture window opens titled "Send data to [Section]", for example "Send data to Vendors", or "Send it over" if you opened it somewhere without a specific section context.
  2. 2The window opens on the Drop files tab by default on desktop (mobile opens on Snap a photo first, since a phone's dropzone is a camera; the Drop files tab is still one tap away).
  3. 3Either drag a single file onto the dashed dropzone that reads "Drop a file here / or click to browse," or click it to open your file picker.
  4. 4Pick your file. Verinode accepts PDF, JPG, PNG, HEIC, CSV, Excel (.xlsx/.xls), Word (.docx/.doc), plain text, and video and audio files (MP4, WebM, MOV, MP3, M4A, WAV). The footer note under the dropzone says it plainly: "PDF, images, CSV, Excel, Word, video, audio: Verinode reads everything." Each file is capped at 25 MB; a file over that limit is rejected with "File exceeds 25 MB limit" and nothing is sent.
  5. 5The window closes immediately and a toast appears: "Uploading [filename], Verinode is analyzing it now…" (or "…transcribing now…" if you dropped a video or audio file). You are free to keep working, there is no spinner blocking you.

While Verinode works through the file (usually 8 to 30 seconds), a processing card appears as a small persistent player in the corner of the screen, the same "impact card" every capture channel uses to show something is in flight. When it finishes, that card updates in place with the result, and a second toast confirms what happened: "Added to your vault" for a clean success, "Added. Flagged a couple of items for your review" if something needs a look, or "Queued. We'll notify you when processing finishes" for anything that landed in a background queue.

Tip

If you reopen Add Data right after a file finishes, the result pane shows exactly what Verinode understood: a line reading "Got it: [summary of what the document was]," which entity or entities it matched (vendor, carrier, client, and so on), and any insights it pulled out, marked by severity. A contextual "Next" suggestion follows, for example on the Vendors page it reads "Next: forward a carrier scorecard to unlock compliance analysis." From there you can hit Send another to upload immediately, or Done to close out.

If a document only partly came through, an amber warning banner appears in that same result pane rather than a clean success message, so a partial extraction never quietly passes as a full one. A short "Recent" list under the tabs also keeps the last five results from your current session, so you can check what you already sent without reopening each one.

Bulk imports: many files or a whole folder at once

Upload is not limited to one file at a time. Below the main dropzone sits a second control: Send multiple at once. Click it and your file picker opens in multi-select mode, letting you select every file in a folder (invoices, scorecards, statements, whatever you have sitting there) in a single pass.

  1. 1Click Send multiple at once under the main dropzone.
  2. 2Select as many files as you want in the picker that opens, the same accepted file types apply (PDF, images, CSV, Excel, Word, video, audio).
  3. 3A toast confirms right away: "Uploading N files, Verinode will process them in the background…" The window closes and you keep working.
  4. 4Verinode queues every file and works through them without blocking you. A follow-up toast reports the batch result, typically along the lines of "N files queued for processing," and the same impact-card player tracks the batch until it clears.

Because a batch can span dozens of documents from different vendors, carriers, and jobs, results arrive per file rather than all at once, each one lands and matches on its own, fanning out to the right vendor, job, or carrier record automatically as Verinode works through the pile. Check the Recent list or the notification bell for the drip of individual results as the batch clears.

When Upload beats forwarding, and when it does not

Upload and email forwarding solve the same problem (getting a document into Verinode) from two different starting points, and the right one depends on where the file already is:

  • Reach for Upload when the file is already sitting on your computer or phone: something you downloaded once, a folder of old invoices you are catching up on, a scorecard your carrier only offers as a portal download. One click, no setup, done.
  • Reach for forwarding when the same kind of document shows up in your inbox on a recurring basis: weekly vendor invoices, monthly carrier statements, a subcontractor who always emails their receipts. Set your Verinode intelligence address up once as a forwarding rule and every future email handles itself, no repeated clicking required. See Forwarding your documents for that setup.

Most operators end up using both: forwarding for anything that already lives in an inbox, and Upload for the one-off catch-up file or the folder you are clearing out. Either path lands in the same place, the vendor, job, client, or carrier the document belongs to, and feeds the same downstream picture: your margin, your benchmarks, and the decisions that show up in your feed.

Empty states

Before you have sent anything through Upload, the tile on Connect shows the copper Ready to set up pill, and the card itself is fully usable, there is nothing to configure first. The dropzone, the bulk button, and the Add Data button everywhere else on the platform are live from day one. Once your first file clears, the pill flips to N captured, Active in green and stays that way, the count only grows from there.

There is no separate "nothing uploaded yet" screen inside the capture window itself: the dropzone is always the same inviting target, whether it is your first file or your five-hundredth.

Note

Uploading a file does not by itself decide anything on your behalf. Verinode extracts what the document says, matches it to the right vendor, job, carrier, or client, and surfaces what it found, whether that turns into an insight, a decision, or nothing at all is always your call.

Related articles

Data sources

  1. 1.Files you upload directly (invoices, scorecards, P&Ls, and any other business document). Your business.
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