Section 2: Upload via Manual Upload

If you have document files saved on your computer, you can upload them directly into the relevant Zudello submodule.

Steps:

1. Navigate to Correct Submodule: Go to the specific Zudello module and submodule where the document belongs (e.g., Purchasing > Invoices, Expenses and Travel > Expenses).
   • Important: You cannot upload directly into the "All" view within a module.
2. Choose Upload Method:
   • Drag-and-Drop: Simply drag the document file(s) from your computer folder and drop them anywhere onto the main Zudello screen area for that submodule.
   • Upload Button:
     • Click the New [Submodule Name] button (e.g., New Invoice, New Expense) at the top right.
     • Click Click here to upload.
     • Select the file(s) from your computer and click Open.
3. Confirm Upload: Wait for the upload progress bar to complete and confirmation messages to appear.
4. Close (If Using Button): If you used the upload button, click Close on the upload pop-up window.

What Happens Next?

• Zudello creates a new record for the uploaded document in the current submodule.
• The document enters Scanning status while data is extracted.

End of Tutorial

You now know the main ways to get your documents into Zudello for processing!

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Related How-To Guides:

• Uploading Documents