Submission Guidelines
Documents submitted from SharePoint drive automated routing and storage in the data lake. Tagging quality directly affects whether the right extraction pipeline runs and whether downstream reporting is trustworthy.
Please ensure every file is correctly categorized before submission:
- Project Category
- Places the work in the correct program bucket for reporting and prioritization.
- Vendor
- Must match the controlled list — free text is not supported. Incorrect vendor values can cause rejection or mis-routing.
- Doc Type
- This is the extraction routing key: it tells the platform which specialized process to run. Choosing the wrong doc type means the wrong automation may run on your file.
- True Up
- Use this field consistently so files can be filtered and reviewed correctly. It is used for filtering even when it is not required for a file to appear in the picker.
Submission limit: Each file may be submitted at most
3 times. After three successful submissions, further
submits are blocked for that file. Use submissions deliberately — for
legitimate corrections or reprocessing — not for experimentation.
Reminder: The submission app reads metadata from SharePoint.
Files missing Vendor, Doc Type, or Project Category will not appear in the
submission list until those fields are completed. Take time when uploading
to set tags accurately the first time to avoid delays and rework.
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