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...

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 ...

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...

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...