Managing Files

Instructions on how to upload and manage files in FASSTA Connect

Importing files (video)
Tue, 15 Aug, 2023 at 2:01 PM
Uploading files
To upload files, click on Upload Documents in the top right of the screen. If you don't see the option to Upload Documents, make sure that you...
Tue, 5 Sep, 2023 at 6:28 PM
Emailing files
PDF documents can be emailed directly into the software using the unique email address for your business. To find which email address to use, click the ...
Tue, 5 Sep, 2023 at 6:31 PM
Managing approved senders
For files emailed to your unique email address to be processed automatically, they need to be sent by an approved email address. If a file is received f...
Tue, 5 Sep, 2023 at 6:43 PM
Setting up new file formats
When you upload a new document format for the first time, setup is required to map the data for extraction. Unrecognised files will show as Setup Requir...
Tue, 5 Sep, 2023 at 6:57 PM