Skip to main content

Get documents into a Workspace

Getting your documents into Moby is the first step in any workflow.

The easiest way to get documents is to sync your SharePoint folders. Documents arrive automatically as your client uploads them.

See SharePoint sync for setup instructions.

Manual upload​

Drag and drop files directly into the Workspace, or click the Upload button to browse your computer. You can upload multiple files at once.

Supported formats:

  • PDF (.pdf)
  • Images (.png, .jpg, .jpeg, .heic, .avif)
  • Excel (.xlsx, .xlsm, .xltx, .xltm, .xlsb, .xls)
  • Email (.msg, .eml)
  • CSV (.csv) — for reference documents

Confirm uploads succeeded​

After uploading, check that each file shows a Ready status.

If you see an error, the file may be:

  • Too large (max 100 MB per file)
  • Corrupted
  • In an unsupported format
  • Password-protected

Bulk uploads​

For large numbers of files:

  1. Select multiple files in your file browser
  2. Drag them all into Workspace at once
  3. Wait for the upload progress indicator to complete
  4. Verify all files show Ready status
Organize as you upload

Create folders in your Workspace before uploading to keep documents organized from the start.