documents
documents takes care of invoices, contracts, receipts, and mail for you. You upload – the module reads every document, identifies what it is, and makes it searchable. Not just by file name, but by content.
This turns filing into reliable support: You find documents again, and when a recognized document may contain a deadline or task, documents prepares it for your review in core as needed.
The sections
Section titled “The sections”| Section | Purpose |
|---|---|
| Home | upload and find any document instantly |
| Archive | filter inventory, check details, open preview |
| Bulk upload & Scanner | access points for large volumes and scanners |
| Email import | connect mailboxes, automatically transfer attachments |
| Settings | profile, language, and display |
Documents come in via any route: through the browser, the scanner, the file manager (WebDAV), via SFTP, or via email import.
Getting started
Section titled “Getting started”- Upload a first document in the browser.
- After processing, check whether the type and recognized information are correct.
- Search for a term that appears in the document – not the file name.
- Set up scanner or email import as needed.