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The Upload page is the entry point for every document in the platform. Once you submit a file, the AI pipeline immediately takes over, extracting header fields and line items, matching against your ERP purchase orders, and either auto-approving the receipt or routing it to your review queue. Getting documents in quickly and cleanly is the first step toward a fully automated receiving workflow.
Upload

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Supported Formats

The platform accepts both digital documents and scanned or photographed images. Before uploading, confirm your files meet the requirements below.
  • Maximum file size: 50 MB per file
  • Photos taken on mobile devices (iOS or Android) are fully supported through the Take Photo upload method described below
Files larger than 50 MB will be rejected at upload time with an error message. If you regularly receive files above this limit, consider compressing scanned PDFs or splitting multi-document files before uploading.

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How to Upload

1

Navigate to the Upload page

From the Dashboard, click the Upload button in the top navigation. The upload zone occupies the center of the page.
2

Choose your upload method

The platform provides three ways to get documents into the system. Select the method that matches your current device and workflow.
Open your system file explorer (Finder, Windows Explorer, or equivalent) alongside the browser window. Select one or more files, then drag them directly onto the drop zone, the large dashed rectangle in the center of the page. The zone will highlight when you hover over it with files. Release to begin the upload. You can drop multiple files in a single gesture.
3

Review the file queue

After selecting files, each one appears as a row in the file queue below the drop zone, showing the filename and file size. If you accidentally added the wrong file, click the ✕ button on its row to remove it before submitting. You can continue adding more files at this stage by dragging additional items onto the zone or clicking Select Files again.
4

Submit your files

Click the Upload N files button, where N reflects the number of files in your queue. The platform begins transferring all files to the server simultaneously. Do not close or refresh the page until all files show a success or error status.

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Upload Status

As files transfer, each queue row updates with a real-time status indicator:
After a successful upload, your document immediately enters the AI processing queue and will appear in the Document Inbox within seconds. You do not need to take any further action unless the AI routes it to Needs Review.
After a batch upload, click Clear completed to remove all successful rows from the queue view. This gives you a clean slate before starting the next batch and makes it easier to spot any files that still show errors.
Last modified on August 1, 2026