Uploading and supported formats

Office, email, calendar, and image files are always converted to PDF for review and OCR. The maximum upload size is 100 MB per file. For very large batches, upload in smaller groups.

Supported files

• Documents: PDF, DOCX/DOC, XLSX/XLS, PPTX/PPT, ODT/ODS/ODP, RTF, TXT, HTML, CSV, EPUB.
• Mail and calendar: MSG/EML, ICS (iCalendar). Email conversion keeps headers, body text, and an attachment inventory in the email PDF.
• Images: PNG, JPG, TIFF, WEBP. Scanned pages use OCR.
• Conversation Redact (included with the plan, not a module toggle): Teams, Slack, and WhatsApp chats, WebVTT, SubRip, and audio. Video is not supported.

Email attachments

Supported attachments (Office, PDF, images, text, calendar files, and nested emails) are extracted as nested documents under the email in the case. Inline images stay in the message body. HTML and SVG attachments stay on the inventory and are not opened as nested documents. Calendar conversion keeps event title, time, location, organizer, attendees, and description.

When a file fails

If a document shows a Failed status, open it to see the exact reason. Common causes are a scanned file while OCR is temporarily unavailable, or an unsupported or corrupt file. Use Retry only for those processing failures; it starts a full re-scan. If the badge says Needs another pass, verification held the export. Retry or Redact here applies the remaining items. That is not a full re-scan. Use Re-scan only when you want a fresh detection pass. If Finalize did not complete with a true apply error, Retry applies remaining redactions and keeps your decisions.