Knowledge collection
Document Operations
Upload, classify, review, and maintain invoices, claims, statements, suppliers, and vault records.
Guides
Articles inside this collection
Client users and operators
8 min read
Uploading and classifying documents
What happens when a file is added, how business scoping works, and where the five document types appear across the product.
uploadinvoiceclaim
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Client reviewers, approval users, payment officers
7 min read
Reviewing document detail and line items
How detail view is structured, which accounting and payment fields matter, and how operators correct OCR output.
detailocrline items
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Operations teams
8 min read
Document statuses, approvals, and archives
How list tabs and status mutations are wired, including processing, accurate, approval, and archive transitions.
statusarchiveapproval
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Operations users
5 min read
Working with Vault and cross-type moves
How the Vault behaves as an operational catch-all and when moving a document type is useful.
vaultothermove type
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