Upload documents to DocVision
Documents come into DocVision and are read automatically, ready to check.
Before you start
- DocVision enabled for your company, and DocVision access.
- Invoices or receipts as PDF, JPG, JPEG, PNG or WEBP.
Steps
Step 1: Open DocVision
In the sidebar, choose Agents, then DocVision. The page shows the documents Pending Validation, In Progress and Failed. Click Upload documents.
Screenshot coming soon
The DocVision page with the document status summary and the Upload documents button.
Step 2: Choose the mode and files
Choose 1 file = 1 transaction for separate invoices, or 1 PDF = multi transaction for one PDF holding several invoices. Drag the files into the upload box or click Choose files.
Screenshot coming soon
The Upload New Transaction dialog with the mode options and the drop box.
Step 3: Upload and wait for it to be read
Click the upload transaction documents button. The documents appear in the list and change from Queued to Done once read.
Screenshot coming soon
The DocVision list with the newly uploaded documents and their status.
Step 4: Or send them by email
In Settings › Integrations center, under Inbound Email Address, click Register Address if needed, then Copy Email. PDF and image attachments sent there come into DocVision.
Screenshot coming soon
The Inbound Email Address card in the Integrations center with the Copy Email button.
When you are done
- Each document appears in the list as Queued, then Processing, then Done.
- Documents that have been read show Need Validation and are ready to check.
Common problems
A message says the PDF cannot be read
Make sure the PDF is not damaged or password-protected, then upload it again.
A document shows Failed
Click Process now on its row. If it still fails, upload a clearer scan.
Can I send documents by WhatsApp?
DocVision takes documents uploaded on the page, sent to the company's inbound email address, or attached in the Finny chat. WhatsApp is not used for DocVision yet.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.