Find the document upload action
Open a first-run document inbox and find Upload documents without selecting a file.
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A workspace that has never uploaded a document shows the first-run Document Extraction state and its upload action.
Find Upload documents
- Open Document Extraction.
- Confirm that Turn receipts into bookkeeping is visible.
- Find Upload documents.
These steps stop before file selection or external extraction.
Review document queues
Document Extraction separates Processing, Review, Ready, Archived and Failed. Open Review to inspect documents awaiting attention. Opening a queue does not move a document to Ready or publish a bill.
Review extracted details
Open a document from the appropriate queue to review its details. The Ready editor is for records already in Ready; it is separate from the Review queue. In Details, check the document information and any validation messages before considering a save or publishing action.
Viewing queues requires document-view access. Reviewing or editing an individual extraction requires update access. Moving, archiving, retrying or publishing is a separate action; none is completed by opening these pages.
