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Help Center

Everything you need to get the most out of DocuElevate. Browse topics below or search for what you need.

Quick Start

Upload Documents

Drag & drop files onto the Upload page or click Choose File. DocuElevate converts images and office documents to PDF, runs OCR, and extracts metadata automatically.

Connect Storage

Head to Settings → Integrations and link your cloud accounts. Processed documents are automatically routed to every destination you configure.

Automate Workflows

Create Pipelines to define multi-step processing and routing rules. Combine OCR, AI extraction, format conversion, and delivery in a single flow.

Sources – Getting Documents In

Web Upload

The fastest way to get started. Open the Upload page, drop one or more files, and DocuElevate takes care of the rest. Supported formats include PDF, JPEG, PNG, TIFF, DOCX, XLSX, and more.

Email Ingestion (IMAP)

Forward documents to a dedicated mailbox. Under Email Ingestion, add one or more IMAP accounts. DocuElevate polls for new messages and processes attachments automatically.

REST API

Integrate programmatically by POST-ing files to /api/upload. Ideal for scripts, watched folders, scanners, or third-party tools like Zapier and n8n.

Scanner & Mobile

Point network scanners (HP, Fujitsu ScanSnap, Brother) at DocuElevate's upload endpoint or use any mobile scanning app that supports custom HTTP destinations.

Destinations – Where Documents Go

Dropbox

OAuth-linked. Files land in your chosen folder.

Google Drive

Service account or OAuth. Supports shared drives.

OneDrive

Microsoft Graph API integration.

Amazon S3

Any S3-compatible bucket (AWS, MinIO, Wasabi).

Nextcloud / WebDAV

Self-hosted cloud storage via WebDAV.

Paperless-ngx

Push documents straight into Paperless for archival.

SFTP / FTP

Secure file transfer to any server.

Email Forwarding

Processed files sent as SMTP attachments.

Webhook

POST metadata to any external endpoint.

Workflows & Pipelines

What is a Pipeline?

A Pipeline is a series of processing steps that run automatically whenever a document is ingested. Each step can transform, enrich, or route the document.

Typical Steps

  1. Convert to PDF (Gotenberg)
  2. OCR – extract text (Azure, Tesseract, Mistral …)
  3. AI metadata extraction (OpenAI, Claude, Gemini …)
  4. Deliver to one or more destinations

Creating a Pipeline

  1. Go to Pipelines in the main menu.
  2. Click New Pipeline and give it a name.
  3. Add the processing steps you need.
  4. Choose one or more delivery destinations.
  5. Save – new documents will be processed through this pipeline automatically.

Ingesting Data with Standard Tools

cURL

Upload a file from any terminal:

curl -X POST https://your-instance/api/upload \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -F "file=@/path/to/document.pdf"

Watched Folders

Use inotifywait (Linux), fswatch (macOS), or any file-watcher script to POST new files as soon as they appear in a local directory.

Network Scanners

Configure your HP, Fujitsu ScanSnap, or Brother scanner to use DocuElevate's upload URL as a Scan-to-Network destination. Scans are processed the moment they arrive.

Mobile Scanning Apps

Apps like Adobe Scan, Microsoft Lens, or Genius Scan can export to a custom HTTP endpoint. Point them at /api/upload.

Zapier / n8n / Make

Connect DocuElevate to thousands of other apps via integration platforms. Use the HTTP/Webhook module to POST files to the upload API.

Frequently Asked Questions

Navigate to the Upload page, drag-and-drop your files or click Choose File. DocuElevate converts images and office documents to PDF, runs OCR, and extracts metadata automatically.
PDF, JPEG, PNG, TIFF, BMP, GIF, DOCX, XLSX, PPTX, ODT, ODS, TXT, RTF, and HTML. Non-PDF files are automatically converted to PDF before processing.
Yes. Go to Email Ingestion, add an IMAP account, and DocuElevate will poll for new messages and process attachments automatically.
Pipelines let you chain processing steps – OCR, AI extraction, format conversion – and route the result to one or more destinations. Create and manage them from the Pipelines page.
DocuElevate encrypts credentials at rest, communicates over TLS, and never stores your documents longer than necessary. See the Privacy Notice for full details.

Contact Support

Can't find what you're looking for? Our support team is here to help.

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Open a Support Ticket

Describe your issue below and we'll get back to you as soon as possible.

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Contact your administrator for support information.

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