How to proceed
- 1Open Documents and choose a file. On the web, images, PDF, Word, Excel, CSV, and text files up to 10 MB are available; mobile supports images, PDF, and Word up to 10 MB.
- 2For image files, image text recognition starts automatically. The image is sent to Google Cloud Vision for text recognition. Text-based PDF, Word, Excel, CSV, and TXT files are read directly.
- 3Compare the document type, content preview, date, amount, and suggested people with the original. Existing people are linked directly to appointment drafts when the name is unambiguous; ambiguous names remain available for selection.
- 4Save only after review. Importing calendar lists and tax values is currently available in the web application and can require a plan entitlement.
Important
Recognition can provide useful suggestions but cannot guarantee complete error-free results. Scanning and text recognition do not create a payment, calendar entry, or tax filing without your explicit selection.

