/idp/).
Use a batch when the same schema should run across many files. Single-file work stays on My Documents.
Create a job
- Open Batch Processing.
- Start a New Batch Job.
- Name the batch and pick a default schema (a published version).
- Add files or folders. Images in a folder become one PDF.
- Submit. The batch moves Created → Queued → Processing → Completed (or Failed).
- Up to 1,024 files per batch.
- Each file up to 64 MB.
- Same formats as My Documents: PDF and images only. Digital uploads are not available yet.
Progress
Open the batch to watch per-document status. A partial batch is normal: completed documents are not re-run when you retry failures. You can cancel a running batch. Canceled batches cannot receive new files.After it finishes
- Open the results grid to edit cells and export.
- Open in chat creates an Extract Chat thread with this batch attached.
- Share to the Org Library or via Direct Share.
- Reprocess selected documents, or move a document into another batch.
Credits are charged per document as it completes, attributed to the person who started or retried that file. The organization pays; the usage table names the actor.

