Hi Raj -
Please submit an idea on the Ideas portal or upvote and comment on an existing idea (if any) on the topic of document (pdf) upload.
There is no special workaround today, but only a suggestion to instead use an existing attribute to store the image/document URL.
Any updates or changes to this attribute will be tracked as part of the existing Data Change Request (DCR) functionality in Reltio.
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Karthik Thomas
Product Manager
Reltio
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Original Message:
Sent: 04-14-2025 09:53
From: Raj Patel
Subject: Document Upload in Reltio
Karthik,
Thank you for your detail reply and may i know when potential enhancement will be deliver?
"This link can be managed via workflow actions to maintain control and visibility within the UI."
can you please refer us this code and any supporting document to implement this workaround will be helpful.
Thanks,
Raj
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Raj Patel
Lennar
Original Message:
Sent: 04-14-2025 03:33
From: Karthik Thomas
Subject: Document Upload in Reltio
Hi Raj -
Reltio currently allows the ingestion, storage, and management of image-based files and documents. While direct upload and management of .pdf or other unstructured documents through the Workflow UI isn't natively supported yet, this has been logged as a potential enhancement.
As a workaround, you can securely store external .pdf files in a document repository (e.g., Google Drive, AWS S3) and store the link to the document within the corresponding Reltio entity. This link can be managed via workflow actions to maintain control and visibility within the UI.
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Karthik Thomas
Product Manager
Reltio
Original Message:
Sent: 04-09-2025 14:57
From: Raj Patel
Subject: Document Upload in Reltio
How to let users upload .pdf files and link them to Reltio entities securely through workflow UI?
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Raj Patel
Lennar
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