Documents

Documents – Overview & Workflow

Updated September 23, 2026 02:07
Active Data Tab

Updated September 23, 2026 02:07
Written to SoR Tab

Updated September 23, 2026 02:07
Dismissed Documents Tab

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Toolbar Actions

Updated September 23, 2026 02:14
Document Information

Updated September 23, 2026 02:07
Vendor Hints

Updated September 23, 2026 02:15
Document Classification

Updated August 12, 2026 09:40
Bot Confidence Level

Updated September 22, 2026 08:22
Vendor Status

Updated August 12, 2026 09:40
Document Status

Updated September 23, 2026 02:17
How the Entity field is set on AP invoices

Updated August 12, 2026 09:40