Overview
This article is designed to guide you in exploring and unlocking the potential of the Document screen, helping you make the most of its features.
Once an entity has been selected, you will be automatically brought to the entity's documents screen.
This screen contains a list of all of the documents uploaded to the entity.
The documents screen contains the following features.
By clicking the upload documents button, you can upload PDF, JPG, PNG, and BMP files into SmartDocs to be analysed. JPG, PNG and BMP files will be automatically converted into PDF files upon being uploaded.
Documents can also be uploaded by sending the documents to the entity's SmartDocs email address.
The search function has the ability to search both the content of documents and their file names. Searching by amounts need to be in text format e.g. $1,500.00. Use the filter button to filter transactions based on:
- Date uploaded
- Date updated
- Document status
Use the refresh button to reload the list of documents and update any changes made to the document status.
The Document Types filter can be used to refine the document list to only display the selected document types, including:
- Bank Statements
- Council Rates
- Invoices
- Property Settlement Statements
- Receipts
- Rental Property Statements
- Utility Bills
- Other
In the documents list, you have the ability to review the data extracted from documents by clicking on the provider name.
The checkboxes on the left allow for multiple documents to be selected and deleted at once.
Document Status allows you to mark a document as “Reviewed” or to move status back to “Awaiting Review”.
The button allows users to delete the document, view document information (including update date and uploaded by which user) and rename the document. For Bank Statements, the export function is available.
You can tailor the document screen to display only the columns you need. Here's how:
1. Open the Column Customization Menu:
Click . This will open a menu where you can select your preferred columns.
2. Choose Your Columns:
In the menu, you'll see a list of available columns.
Check or uncheck the boxes next to the column names to include or exclude them from the document screen.
3. Save Your Preferences:
Once you've made your selections, close the menu to apply the changes. The document screen will now update to show only the columns you selected.
The Feedback button allows the user to provide feedback directly to the SmartDocs 360 product team.
The Help button lists different types of documents and how they can be integrated with Xero including the following:
As well as a link to the SmartDocs 360 Knowledge Centre.
The Profile button will take the user to their profile, displaying their name and email address.
Resizing the columns
You can resize the columns on the document screen, this can be done by clicking and dragging the along the top of the screen.