The Actions button within File Management allows you to manage your folders and files.
The available options will differ when you select files or folders:
| Files | Folders |
Delete | Yes | Yes |
Download | Not applicable | Yes |
Move | Yes | Yes |
Assign Type | Yes | Not applicable |
Submit | Yes | Not applicable |
Rename | Not applicable | Yes |
Access your company's homepage.
Access the relevant folder or file within File management.
Tick the box to the left to select one or multiple items.
📌TIP: The checkbox at the top left allows you to select all or deselect all the checkboxes.
Click Actions, and select the relevant option.
Delete a file or folder
You can delete documents or folders.
⚠CAUTION: If you delete a folder, this will delete all sub-folders and files within it.
Select one or multiple files or folders.
Click Actions.
Click Delete.
Click Yes, Delete to confirm the deletion.
📎NOTE: It's not possible to delete a document after you've sent it for processing.
Download a file
You can download the documents you've uploaded.
Select one or multiple files.
Click Actions.
Click Download.
Where the document downloads to varies depending on the browser you're using and computer settings.
Move a file or folder
You can move files you've uploaded or folders you've created within File Management.
You can also move a file to the File Management section of another company.
Select the file or folder.
Click Actions.
Click Move.
A pop-up window appears. If you want to move it to another company, click the company dropdown, then select the relevant company.
Click the folder you want to move it to.
📌TIP: You can add a new folder or sub-folder to move it into.
Click Move Here to confirm.
The file or folder now appears in its new location.
Assign file type
You can assign multiple files to the same type at once.
If you're not sure, select Generic.
Select one or multiple files.
Click Actions.
Click Assign Type.
Select the Type from the list:
Bank Statement
Expense
Generic (unknown - default value)
Purchase credit note
Purchase
Sales credit note
Sales
Supplier statement
Click assign type to confirm
📎NOTE: You have to assign a file type other than "Generic" to be able to Submit it for processing after. The type will determine the destination folder.
Submit
Once you're ready to send files for processing, you can use the Actions button to send several files at once.
📎NOTE : Submitting files for extraction will use credits.
Select one or multiple files.
Click Actions.
Click Submit.
Rename
You can only rename folders, and not files.
Select one folder at a time.
Click Actions.
Click Rename.
Edit the name.
click Rename folder to confirm or Cancel.