Tutorial: Upload Documents
Goal: Get your business documents (invoices, receipts, POs, etc.) into Zudello efficiently using email forwarding or manual upload.
Persona: Maria Garcia (New General User) or Sarah Jones (Employee)
The first step in automating any document process is getting the document into the system. Zudello offers flexible ways to do this: you can simply forward emails containing documents to dedicated Zudello inboxes, or you can manually upload files directly through the web interface. Understanding both methods allows you to choose the most convenient option for different situations.
This guide covers both primary methods: emailing documents to your team's specific Zudello inbox and manually uploading files via drag-and-drop or the upload button.
Sections:
Let's start with the recommended method: uploading via email.