Once you have logged into Red Marker, you'll be on the Dashboard. To upload a Document, click on the 'Upload Document' button at the top right of the page in the navigation bar, this will take you to the upload document page. 

Drag and drop the file you want to upload into the upload section of the page, or click 'Select a File' to choose a file to upload.

Notes: all documents are converted to PDF on upload to Red Marker. If you upload a word document with tracked changes in it, we will programmatically accept all tracked changes before converting the document to PDF.

This will take you to the Categorisation page. You can change the title of the document in the top left hand corner of the page. 

If your organisation has categorisation enabled, you will need to select the appropriate category/ies from the drop down menu before you can continue.

Once you have selected the categorisation, click 'Review' and Red Marker will scan the document looking for potential compliance risk. 

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