Quick Start: Understanding the Document Viewer

When you open a document (like an invoice, PO, or expense) in Zudello, you'll see a consistent layout designed for easy review and coding. Let's break down the main areas.

1. Opening a Document

• From any list view (e.g., Purchasing > Invoices), simply click on the document row or card to open the viewer modal.

2. Key Sections

• Document Image (Left): A view of the original uploaded document (PDF, image). You can zoom and scroll here.
• Header Fields (Top Right): Contains key summary information like:
  • Supplier/Customer/Employee details
  • Document Number, Dates (Issued, Due)
  • Currency, Totals (Subtotal, Tax, Total)
  • Status, Type
• Line Items Grid (Middle Right): Shows the individual lines extracted or entered, including:
  • SKU/Stock Code, Description
  • Quantity, Unit Price, Line Total
  • Coding fields (Account, Department, Tax Rate, etc.)
• Side Action Panel (Far Right): Provides access to collaboration and information tools:
  • Chat: Discuss the document with colleagues.
  • History: View the audit trail of changes.
  • Related Attachments: Add or view supporting files.
  • Related Documents: Link to other Zudello documents (e.g., link Invoice to PO).
  • Inbox: View related email threads (if applicable).
• Action Buttons (Top Right): Buttons like Save, Save and Submit, Approve, Reject appear here depending on the document status and your permissions.
• More Actions Menu (...): Contains less frequent actions like Download, Duplicate, Revert, Archive, Delete, Apply Trained Rules, etc. The available options depend on status and permissions.

Example Layout:

(Note: Exact layout may vary slightly)

Understanding these core areas will help you quickly find the information you need and take the appropriate actions on your documents.