> ## Documentation Index
> Fetch the complete documentation index at: https://docs.procuros.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Uploading PDF Documents

> Guide for automated uploading and processing of PDF documents such as delivery notes and invoices in the Procuros WebEDI portal.

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  <img src="https://mintcdn.com/procuros-c35f505c/Bm-L7fbHSIHYT0t_/images/en_uploadpdf.png?fit=max&auto=format&n=Bm-L7fbHSIHYT0t_&q=85&s=742201d08e0ada765b7aeeacc0a42437" alt="" width="3272" height="2138" data-path="images/en_uploadpdf.png" />
</Frame>

The PDF upload function enables the automated reading of existing documents. The system extracts relevant data and automatically populates the corresponding fields, significantly reducing manual data entry efforts.

## Upload Process

The upload process consists of the following steps:

<Steps>
  <Step title="Open Document View">
    Navigate to the desired document type (e.g., dispatch notification or invoice) and click "Create."
  </Step>

  <Step title="Select Upload Method">
    In the dropdown menu, choose between:

    * "Create Manually" for an empty input form
    * "Upload Document" for the PDF upload
  </Step>

  <Step title="Upload File">
    In the upload section, you have two options:

    * Drag & Drop the file into the designated area
    * Click "Upload File" to select a file from your computer
  </Step>
</Steps>

## Processing Additional Positions

<Note>
  The system automatically detects positions that are not part of the original order. These are displayed in a separate dialog, "Additional Items Detected."
</Note>

The following options are available:

* "Keep All Items": Retains all additional positions
* "Discard All Items": Removes all additional positions
* Individual Selection: Use the dropdown menu in the "Action" column to selectively keep or discard specific positions

## Reviewing Extraction Results

After document extraction, the system displays an overview with color-coded markings:

<Info>
  * Green: Successfully matched positions (corresponding between order and document)
  * Blue: Additional positions (e.g., free samples, unordered items)
  * Yellow: Missing positions (ordered items not found in the document)
</Info>

## Processing Consolidated Shipments

<Warning>
  For consolidated shipments (multiple orders in one document), the document must be uploaded separately for each included order.
</Warning>

Please follow these steps:

1. Re-upload the document for each included order
2. Select "Discard all items" for positions from other orders
3. Keep only the positions belonging to the current order

## Data Verification and Finalization

After applying the extraction:

1. Carefully review all pre-filled data
2. Pay special attention to:
   * Shipped quantities
   * Delivery date (if not specified on documents)
3. Complete missing mandatory fields (marked with \*)
4. Confirm by clicking "Send" after full verification

<Tip>
  Use the automatic extraction as an aid, but always verify the data for accuracy before sending it to your trading partners.
</Tip>

## Next Steps

After a successful upload, you can:

* Send the document to your trading partner
* Generate follow-up documents such as invoices if needed
* Track the document status in the overview