Uploading documents

Uploading is the first step of the document workflow: Upload → Processing → Inbox → Matching → Discrepancies. Most documents reach Mercora by email, but you can also upload files yourself, for example scans, files a counterparty sent through another channel, or documents saved from a portal. To see the whole flow on one trade, follow the walkthrough.

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Where to upload

You can upload from three places. All of them take the same files and work the same way.

• Upload in the sidebar opens the upload page.
• Upload at the top of the Inbox opens the same form in a dialog, so you don’t leave your work queue.
• A trade’s Documents tab lets you upload straight onto that trade. The trade is already filled in and can’t be changed. See Trades overview.

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Upload files

Clear All empties the list and resets the type and trade.

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Supported files

Each file can be up to 50 MB.

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Saved emails

When you upload a saved email (.eml or .msg), Mercora opens it the same way it opens mail that arrives in your workspace mailbox. Each attachment becomes its own document, and the email itself shows above the document when you review it. The email body is also checked for work your enabled workflows handle, such as a deal recap. See Email ingestion. If nothing usable comes out of the email, for example because it has no attachments Mercora can read, it appears in the Inbox as Nothing captured from this email, with the reason. Reject it to clear it, or delete it from the ⋯ menu.

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Multi-document packs (bundles)

A single PDF often holds several documents, for example a shipping pack with an invoice, a B/L (bill of lading, the carrier’s receipt for the cargo), a packing list and a few certificates. Mercora recognizes a pack like this and splits it into separate documents, each with its own page range. Each part is then read, matched and checked on its own. By default, Mercora splits the pack and carries on processing the parts automatically.

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Confirming the split with Bundle review

If your workspace uses Bundle review, Mercora doesn’t create the parts straight away. It holds the pack in the Inbox, marked Split review, and shows the documents it found with their page ranges. Nothing in the pack is read or matched until someone confirms the split. If Mercora thinks a file is a pack but can’t find where the documents start and end, it holds the file in the same way, whether or not Bundle review is on, and says it could not be split. There is nothing to approve. Use the ⋯ menu to reclassify it as a single document, reprocess it or delete it, or reject it.

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Correcting a split later

Once a pack has been split, you can still correct its parts from the trade’s Documents tab, where they’re grouped under the pack. Open the ⋯ menu on a part and choose Split pages or Merge with.

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Duplicates

Before storing a file, Mercora checks whether exactly the same file is already in your workspace, whether it was uploaded by hand or arrived by email. Only an identical file counts. A rescan or a re-saved copy of the same document is a different file. If a file is a duplicate, it isn’t uploaded. Its row is marked with a warning and says where the existing copy is, for example “Already uploaded on Oct 26, 2026 to VCS-S-2026-0714”, or “Already on this deal” when you’re uploading onto the trade that already has it. If the existing copy was filtered out or rejected, the line says so. For each duplicate, choose:

• Skip to leave it out.
• Upload anyway to add a second copy.

A document you deleted from the record doesn’t count as a copy, so you can upload that file again.

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What happens next

Once uploaded, each document goes through processing: Mercora works out what it is, reads its fields, matches it to a trade and checks it against the trade. While that happens, the document sits in the Inbox under Waiting. When it’s ready for you, it moves to Needs you.

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Next steps