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Getting your documents in 

Nothing else in Primefold RI works until documents are in it. There are three routes, and most customers end up using all three.

Before you start

  • Know which folders matter. Connecting a whole corporate drive is rarely the right first move.
  • Confirm you are allowed to bring the files into the workspace; everyone in the organisation will be able to see synced documents.

Steps

  1. Direct upload. Documents → Upload.
  2. Connect a document source. Settings → Integrations → Google Drive or SharePoint. Choose the folders that matter; files sync in automatically, including new ones added later. This is the intended setup for a real customer: the documents stay where the team already keeps them. Connecting a source is an Admin action.
  3. Ask Sunday to fetch them. Once a source is connected, the assistant can browse it, read files without importing them, and import selectively: "Search my SharePoint for lease contracts relating to the Berlin properties, then import the PDFs into the library." Genuinely useful when a folder has 400 files and 30 are relevant.

tabelle 

What makes a good document set

  • Native PDFs beat scans. Scanned documents go through text recognition and are usable, but extraction quality drops noticeably.
  • Include the amendments. A lease without its Nachträge gives a confidently wrong picture of current terms, and produces "mismatches" in validation that are really just outdated readings.
  • Include the rent roll. Without it, the most valuable check in the product has nothing to compare against.
  • Password-protected or digitally signed PDFs may fail to process. The system reports this rather than silently dropping them.
  • Start with one asset's full data set rather than a partial upload across many assets. It gives you a complete, believable first result to sanity-check.
  • Non-standard formats (hand-amended PDFs, non-German leases) still work, but budget extra review time on the first pass.

If a colleague cannot see a file you uploaded

Documents uploaded directly may default to private to the uploader, whereas documents synced from a connected source are visible to the whole organisation. This is the first thing to check.