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NEXO KNOWLEDGE CENTRE

Upload, assign, and review files safely

Save only files you are authorised to use, and treat every recognised value as a proposal that requires review.

Person receiving support with a NEXO question
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How to proceed

  1. 1Open Documents, choose a file, and follow the displayed formats and 10 MB limit. The web supports images, PDF, Word, Excel, CSV, and text files; mobile supports images, PDF, and Word.
  2. 2Deliberately assign the file to a person and folder. Without Plus, you can still assign and save manually; automatic analysis is a Plus feature.
  3. 3Compare type, amount, currency, date, names, and text preview with the original. Image OCR requests Google Cloud Vision; existing text is read from text-based files.
  4. 4Choose appointments or a tax value for transfer only after your own review. Scanning or uploading does not, by itself, create a payment or a filing, and never replaces the original file.

Important

Do not upload passwords, security codes, or complete payment details. Recognition can be incomplete or wrong; check deadlines, amounts, recipients, and tax information especially carefully.

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