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Once your deal is created, uploading documents is how you populate the workspace with content for classification and analysis. Plomo accepts all the common file types found in a data room, processes each file automatically, and makes it available for review and Copilot queries as soon as classification finishes. You can upload files one at a time or in large batches — the process is the same either way.

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Supported file formats

Plomo accepts the following file types:
Scanned PDFs are supported. When Plomo detects that a page has sparse or missing text, it applies OCR automatically to extract content before classification.

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Upload your documents

1

Open your deal and go to the Documents view

Select your deal from the dashboard, then click Documents in the deal sidebar. This opens the document table for the deal.
2

Upload your files

Drag and drop files directly onto the Documents view, or click the Upload button to open a file picker. You can select multiple files at once — batch uploads are fully supported and encouraged for large data rooms.
3

Watch documents process in real time

Each file moves through four stages as it is processed:You can watch these status updates appear in real time on each row of the document table — no need to refresh the page.
4

Review classified documents as they finish

Each document appears in the table with its assigned category and review status as soon as classification completes. Documents that land below the confidence threshold are automatically flagged for your attention. You can begin reviewing finished documents while the remainder of the batch is still processing.

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Processing large batches

All documents within a single deal are processed together, which ensures consistent classification decisions across the entire corpus. If you upload a large data room in one go, processing runs in the background — you do not need to keep the browser open for it to complete.
Original files are encrypted and stored securely. They are never accessible via public URLs, and only deal members can open or download them.

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What happens next

Once your documents are classified, head to the review workflow to verify classifications, correct any miscategorized files, and prepare the deal for deeper analysis.