Yes, you can drag and drop additional documents at any time. Open the business or deal, go to the Documents section, and drop your files in, or use the AutoFill option to have the AI read new documents and extract data. New uploads are stored alongside the existing ones, and progress is saved automatically so you and your client can resume later. You are never locked into the first batch you uploaded.
Related
If I upload a document once, does it fill in across all the lender applications?. What happens to a file you add after the lender applications already exist.
I uploaded a large pile of documents and the AI is slow. How many should I upload at once?. Batch sizes that keep the extraction fast.
My client can't find a specific document or form in their portal even though the other docs show up. What should I check?. For when a newly added file does not appear on the client side.
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