Upload from File
The most straightforward way. In the Documents tab, there is an area at the top where files can be dragged and dropped with the mouse, or you can click on it to select files from the disk.
What the Area Accepts
- PDF — both digital and scanned.
- Photos and Images — JPG, PNG, GIF, WebP, BMP.
- Word, Excel, PowerPoint — text and embedded photos will be taken from the document.
- Electronic Invoices — ISDOC, ISDOCX, UBL, ZUGFeRD, XML from Pohoda; these are read directly, without a model and without credits.
- Saved Email — file
.eml. It will open, and a document will be created from each attachment.
The type is determined by the content of the file, not by the extension. ZIP archives with multiple files inside are not unpacked; unpack them and upload the files one by one.
Uploaded Email
When invoices arrive in your inbox, you don't have to extract attachments one by one. Save the message as .eml and upload it entirely — each usable attachment will result in its own document, and after uploading, you will see how many were created from the file.
The same rules apply as for receiving by email:
- forwarded messages are unpacked, including attachments within them
- attachments under 20 kB are skipped, as those sizes typically contain logos and signatures
- a maximum of ten documents can be created from one email
- if both a PDF and an ISDOC of the same invoice are present, they will create one document, not two
If there are no attachments, the body of the message will be processed — payment confirmations or simple invoices are often written directly in the email. The body will only be used if no document was created from the attachments; in the case of an email with an invoice attached, the phrase "I am sending the invoice" would only result in an additional document.
If there is no document in the text or attachment of the email, the upload will be rejected, and the reason for not using each attachment will be stated. The message itself is not saved as a document — it is an envelope.
Bulk selection works: select multiple files in the dialog, or drag the entire selection to the area, up to twenty at a time. Each file will become its own document and will be charged according to its number of pages. Files are uploaded one at a time; if one fails, the others continue, and at the end, you will see what failed and why.
Quality of the Source
The quality of the original matters more than anything else. Practical rules:
- Take photos vertically from above, not at an angle. Perspective distorts item tables.
- Uniform lighting. A shadow across half the document will reliably disrupt OCR.
- The entire document must be in the frame, including the footer with banking connection.
- Smooth out crumpled receipts. Creases can turn digits into different digits.
Digital PDF is always better than a printed and re-scanned version. If you have a choice, ask the supplier for PDF.
What Happens After Uploading
The file is saved, appears in the list with the status Waiting in Queue, and is queued. From that moment, it is on the server — closing the browser or turning off the computer does not stop processing. Photos larger than 2 MB are stored in reduced size (longer side 3400 px) to avoid paying for extra megabytes over years of storage; PDFs and documents remain unchanged.
Frequent Issues
- The file is password protected. PDF with a lock cannot be opened; remove the password before uploading.
- The scan is rotated or skewed. Rotation of 90, 180, or 270 degrees is recognized and corrected, as well as a document lying at an angle of up to 25 degrees.
- The file is an image inside a PDF. This is common and can be handled via OCR, though it takes a bit longer.
- The file is not a document. An advertisement, letter, or photo without a document will result in an error, will be labeled Document Not Recognized, and credits will be refunded.