How to proceed
- 1Open Documents and select a supported file. Follow the shown format and size limits.
- 2Wait for analysis and check the document type, amount, date, person, and suggested assignment.
- 3Confirm or correct suggestions. For appointment lists, choose which recognised appointments should be added to the calendar.
- 4Store the document in the appropriate area so that it can later be found with the bill, person, or tax material.
Important
Recognised information is a suggestion. Your review remains essential for deadlines, amounts, names, and tax records.

