Before Blast Audit can review evidence, your source files must be in the add-in. Imports trigger OCR in the background, and some warnings will tell you to keep Excel open.
Who this is for
New users building their first document set
Anyone preparing files for snips, matching, or comparison
Before you begin
Import is blocked in read-only mode
Keep Excel open during OCR
Group documents by engagement, period, or workpaper area before large uploads
How to do it
In the add-in, click
Documents.Use
Import filesorImport folder.If Blast Audit shows
Before you import documents, clickContinueonly if you can stay in Excel.Import your first batch.
Watch OCR status in the document list. Common states are
Processing,Complete, andNot Started.Open
Document Organizerif you want folder cleanup, search, or bulk actions.Move into viewer or matching only after the documents you need show
Complete.
Expected result
Files appear in the document list
OCR finishes successfully
Folder names are clear before matching starts
Avoid this
Leaving the page too early during OCR
Mixing unrelated jobs in one upload
Trying to use documents that are still
Processing
If it still doesn't work
If OCR is slow, keep Excel open and wait before retrying
If one file stays stuck, note the file name and OCR status before contacting support
Practice with sample files
Search for
Practice with Starter Documentsin this collection.Use the attached PDFs and CSVs there to test this workflow before you use live client files.
Read next
Use Document Viewer and Create Snips
Run First Document Matching
Folder Strategy for Clean Matching
Handle Skipped Documents and OCR Risk
Practice with Starter Documents