Quick checks:
Upload common document formats (for example PDF or Word); if a file is rejected, convert it to a widely supported format.
Very large files can fail or time out; split them into multiple Records where possible.
Try a different browser if an upload stalls.
Check the file isn't corrupted; open it locally first.
Supported file types and size limits
Each file can be up to around 10 MB. Accepted types include .pdf, .doc, .docx, .xls, .xlsx, .png, .jpg, .jpeg, .gif, .eml, and .msg. If a file is rejected as an unsupported type, convert it to one of these formats, or reference it by a link instead of uploading it. If a file is over the size limit, compress it or split it across multiple Records.
Common upload issues
Symptom | Likely cause | Fix |
"Unsupported file type" error | File extension not supported | Convert to a supported document format |
Upload stalls or times out | File too large or slow connection | Split the file, or try on a stronger connection |
Upload completes but the file shows as corrupt | File was corrupt before upload | Re-export the file from its source |
Upload completes but the Record isn't counted yet | Normal: the Record is saved but not yet submitted for review | Submit it for review when ready |
Documents showing as expired
If a Record shows as expired:
Its expiration date has passed (see Policy version control and renewal tracking).
Upload a new version with a fresh effective and expiration date.
The previous version is retained in version history; the new one becomes the current evidence.
Submitting a Record for review
After uploading a Record, submit it for review to send it to the relevant reviewer. Until it's submitted and approved, it doesn't count towards the control it supports.
For more on the review flow, see Assigning and completing reviews.