Document Ingestion

Upload directly to Vault or import provider files through connected integrations.

TextMine supports two document ingestion patterns: direct upload and provider import.

Direct upload

Use direct upload when your integration already has the file bytes. The usual sequence is:

  1. Call listVaults and choose the target Vault.
  2. Upload the file with the document upload endpoint.
  3. Poll the document or processing state.
  4. Add or update metadata, tags, assignees, or document type as needed.
  5. Trigger reports, playbooks, workflows, exports, or publication when processing is complete.

Provider import

Use provider import when the source file is already in a connected provider. The usual sequence is:

  1. Call listIntegrationProviders.
  2. Check the provider connection status.
  3. List folders and files with the integration browsing endpoints.
  4. Import the selected provider file into the target Vault.
  5. Continue with the same processing, metadata, report, and workflow steps used for direct uploads.

Provider import avoids downloading a file to the caller only to upload it again. It also gives agents a safer discovery path: list providers, list folders, list files, then import a selected file.