Creating documents | mc Assetpilot

Last modified: 2026-11-04

About creating documents

When creating documents in the portal from original files on your computer, metadata must be added: either AI-assisted or manually. Metadata allows you to use your document for multiple functions and display it in various widgets. The different document types require different inputs.

In the Documents domain, you can only create the following document types:

Other Documents
Contracts
Invoices

To create Report documents, go to the Reports domain. See Creating reports.

Note

For production assets in conceptual stage, you can only upload a maximum of 10 documents. See Conceptual stage for production assets.

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Recommendation

When you are just getting started with mc Assetpilot, or if you are uploading a large number of documents, we recommend first sorting them by the respective asset.

Creating documents with Smart upload

About Smart upload

The Smart upload feature extracts metadata from your uploaded files using AI. It identifies the document type, and automatically populates the input fields of the created document so you can review and approve it.

Advantages of using Smart upload:

Significantly reduce the amount of manual data entry
Reduce errors or inconsistencies
Accelerate the process of adding new documents to the portal

Create a document using Smart upload

Prerequisites

You belong to any other user group than viewer.
Text in the original file is legible.

Steps

1) Start data processing

Navigate to the asset level at which you want to create the document.
Select the domain Documents.
Select +New Document. A window appears.
Select Smart upload. A window appears.
Upload or drag and drop your original file(s) into the upload area.

Tip

You can upload up to 10 files at once. All files are converted into separate documents.

Optionally, under Output language, change the language selection if you want the metadata to be extracted in a language other than the files' original languages.
Select Process.

Smart upload is now processing your uploaded files and extracting their metadata. This may take a while. As soon as processing is finished, the newly created documents appear in the To review and they are marked with the badge Review required, indicating that the extracted metadata was generated entirely by a machine and has not yet been approved by a human.

Caution

AI-extracted metadata may contain errors and must be reviewed by a human.

2) Review and approve processed data

In the To review tab, select a document to see and review the extracted metadata. If the extraction failed for some reason, the respective input fields are empty.
Check the metadata and edit it if required.
CONTRACTS ONLY Select Next to go to the next page and review the extracted obligations and their Regularities. Delete any obligations you do not want to be listed. Or create +New obligation(s) if they were not automatically extracted. See also Obligations.
Select Approve.

The document creation is finished now. The badge Review required disappears from the document. You can find the document in the tab of its respective document type. When selecting it there, the regular quick view and detailed view open.

Manually create a document

Prerequisites

You belong to any other user group than viewer.
INVOICES ONLY The category to which your invoice belongs already exists. Otherwise, you must create it. See Categories.

Steps

Navigate to the asset level at which you want to create the document.
Select the domain Documents.
Select +New Document. A window appears.
Select Manual input. A window appears.
Select the Document type you want to create. The input fields will adjust accordingly.
Fill in the type-specific input fields. If necessary, select Next to enter further information on a second page:
- (other) Document:
  - Enter a document Name and a Description if desired.
- Contract:
  - Enter a document Name and a Description if desired.
  - Add the Start date and End date of the contract, as well as its Start of notice period.
  - Select an already existing company as Contracting party from the dropdown. If the respective company is not in the list yet, create a new one by selecting + New company. See also Creating companies.
  - Extract specific Obligations from your contract. Name and describe the obligation and specify its Regularity. See also Obligations.
- Invoice:
  - Enter the Invoice number, Invoice date, and Invoice due date.
  - Optionally, select the start and end of the Service period.
  - Select the Invoice type: Either Payable or Receivable. Or tick the checkbox to specify the invoice type as Credit note.
  - Select an already existing company as Contracting party from the dropdown. If the respective company is not in the list yet, create a new one by selecting + New company. See also Creating companies.
  - Select a Category to map the invoice to it. This determines how the invoice contributes to financial analyses. See also Categories. When the invoice is mapped to a cashflow transaction, the transaction is also mapped to that same category. See also Mapping transactions to invoices and categories.
  - Provide details regarding the invoice amount: Currency, Net amount in the selected currency, Tax amount as total amount in the selected currency. The Gross amount is calculated automatically as sum of the previously mentioned.
Optionally, add Tags, which is highly recommended. See also Tags for optimized search.
Upload or drag and drop your file(s) into the area Attachments. You can upload a maximum of 3 files simultaneously. All of them will be associated with the document created.
Select Create.

The new document now appears in the tab for the selected document type.

Last updated: November 04, 2026