Uploading Files

Upload Methods

• Import by Direct Upload
• Import by Google Drive/Google Folder
• Import by API Integrations (Direct Connections)
• Import by Email Forwarding
• Forwarding Emails using Outlook
• Processing Strategy for Forwarding Emails
• How to create a Tag?
• What is a Tag?

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Common Questions

• How do I upload documents?
• What type of documents can fileAI process?
• What type of document format does fileAI accept?
• Can I do a bulk scan of my invoices and upload 1 single file?
• What if I upload the same file twice?
• Can I upload multiple receipts in 1 page?
• My supplier sends me invoices via Gmail. How can I get them automatically forwarded?
• Can I email documents to fileAI?
• If we have more than one outlet, but suppliers send invoices for both, how do we assign the invoice to the right outlet?

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Integration Guides

• [REVEL] How can I set up Revel's date format for reports to be correctly processed?
• How can I set up Revel's auto-delivery of reports to fileAI?

Mobile App

• Guidelines in Uploading via Mobile App