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

# How to Upload Documents to Your Plomo Deal Workspace

> Add files to your deal workspace and let Plomo automatically parse, classify, and index them — supporting PDF, DOCX, XLSX, PPTX, and more.

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.

## Supported file formats

Plomo accepts the following file types:

| Format                 | Extensions      |
| ---------------------- | --------------- |
| PDF                    | `.pdf`          |
| Word                   | `.docx`, `.doc` |
| Excel                  | `.xlsx`, `.xls` |
| PowerPoint             | `.pptx`         |
| Spreadsheet (ODS)      | `.ods`          |
| Comma-separated values | `.csv`          |
| Plain text             | `.txt`, `.md`   |

<Tip>
  Scanned PDFs are supported. When Plomo detects that a page has sparse or missing text, it applies OCR automatically to extract content before classification.
</Tip>

## Upload your documents

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Watch documents process in real time">
    Each file moves through four stages as it is processed:

    | Stage        | What happens                                                           |
    | ------------ | ---------------------------------------------------------------------- |
    | **Upload**   | The file is securely received and encrypted at rest                    |
    | **Parse**    | Plomo extracts text and structural information from the file           |
    | **Classify** | The document is matched to a taxonomy category with a confidence score |
    | **Index**    | The document is indexed for Copilot search and full-text queries       |

    You can watch these status updates appear in real time on each row of the document table — no need to refresh the page.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<Note>
  Original files are encrypted and stored securely. They are never accessible via public URLs, and only deal members can open or download them.
</Note>

## 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.

* [Review and Manage Classified Documents →](/guides/review-documents)