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Product Release Notes

Stay informed on our latest platform updates with detailed release notes on new features, fixes, and improvements!

FAQs

Get Started

• How should I get help if I am stuck on the platform?

Login & Account

• Where do I find my billing invoices and receipts?
• What is a workspace?
• I am unable to access an Organization within my Workspace!

Uploading Files

• Import by Direct Upload
• Import by Email Forwarding
• Import by API Integrations (Direct Connections)

Processing Files

• How is data extracted?
• Why is my document taking so long to process?
• Data wasn’t extracted correctly, how should I correct this?

File Inbox

• Workspace settings
• Organization settings
• Inbox settings

Working with Processed Files

• What is a workflow?
• What is an Export Rule?
• Can I assign some aspects of the invoice to a different account code but the total to the first account code?

Exporting Files

• How can I export data to another system?
• Why can’t my documents be exported?
• What happens to my documents after they are exported?