Upload Document

The Upload Document Node in UPTIQ Workbench provides a seamless way to ingest documents into a workflow, enabling users to extract information, process files, and interact with document content dynamically.

This node supports multiple upload methods, allowing developers to: ✅ Accept file uploads directly from users. ✅ Retrieve documents via signed URLs from external systems. ✅ Process base64-encoded documents for advanced automation.

Once a document is uploaded, the node returns a documentId, which serves as a reference for further processing—such as: 🔹 Extracting text and data from documents. 🔹 Converting documents into images or zipped archives. 🔹 Passing the document to the Prompt Node for AI-driven queries. 🔹 Uploading the file to an external storage system via pre-signed URLs.

The Upload Document Node is a core component in document-driven workflows, making it easy to process files dynamically and integrate them with AI-powered document intelligence.

Configurations

Field	Description
Upload Method	Defines how the document will be uploaded. Options: User Input, Content, SignedURL.
Supported File Types (For User Input)	Specifies allowed file types (e.g., [PDF, DOCX, JPG]).
Content (For Content Upload)	Accepts a base64-encoded string representing the document.
Signed URL (For SignedURL Upload)	A temporary URL that enables document upload from an external system.
Upload to External System (Optional)	Allows uploading the document to a pre-configured external storage system.

Upload Methods Explained

1️⃣ User Input → Users upload a file directly.

• Example: A user submits a loan application PDF for processing.

• Requires specifying Supported File Types (e.g., [PDF, DOCX]).

2️⃣ Content → Uploads a document using a base64-encoded string.

• Example: An automated workflow sends document content for AI processing.

• Requires providing the base64 document string in the Content field.

3️⃣ SignedURL → Retrieves documents from an external storage system using a pre-signed URL.

• Example: A workflow pulls an invoice from a cloud-based document storage system.

• Requires specifying a Signed URL that grants temporary access for secure file transfer.

Output Format

After successful execution, the node returns:

{
  "documentId": "a0abf1d4-a4ca-459e-aada-b10947481b9c",
  "key": "/executions/192012/example"
}

• documentId → Unique identifier for the uploaded document.

• key → A reference path that can be used for further processing.

Example Use-Cases

1. Loan Application Processing

A loan processing workflow requires users to upload financial documents for verification.

• Configuration:

  • Upload Method: User Input

  • Supported File Types: [PDF, DOCX]

• Outcome:

  • The user uploads their loan application document.

  • The documentId is returned for further processing (e.g., OCR extraction, AI-based validation).

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2. AI-Powered Document Summarization

A workflow needs to extract and summarize the content of a legal contract using AI.

• Configuration:

  • Upload Method: Content

  • Content: Base64-encoded document string

• Outcome:

  • The document is uploaded without manual user input.

  • The documentId is passed to the Prompt Node, where an AI model generates a contract summary.

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3. Retrieving Invoices from Cloud Storage

A finance workflow needs to fetch invoices stored in an external system and process them.

• Configuration:

  • Upload Method: SignedURL

  • Signed URL: "https://cloudstorage.com/get-invoice?token=abc123"

• Outcome:

  • The invoice is retrieved via the signed URL, enabling automated processing without manual uploads.

Key Takeaways for Developers

✅ Flexible Upload Options – Supports direct user uploads, base64 content processing, and external storage retrieval.

✅ Seamless AI Integration – Uploaded documents can be passed to AI models for text extraction, summarization, and querying or for any other use in the workflows.

✅ Optimized for Document Processing – Returns a documentId, which can be used in subsequent workflow steps for conversion, compression, or data extraction. Nodes that can accept this documentId can directly fetch the document content without developers having to send complete document.

✅ Secure & Scalable – Supports pre-signed URLs for secure external storage access, enabling workflows to fetch documents without exposing sensitive credentials.

By leveraging the Upload Document Node, developers can streamline document-driven automation and enhance AI workflows by integrating real-time document ingestion into business processes. 🚀