ProductDocuments & OCR
Uploading documents
Three ways to get documents into Numezis — email, manual, API.
Overview
Upload PDF or images to the document library; OCR runs asynchronously for purchase and accounting workflows.
Where in the app
- Documents → Library —
/c/companies/:companyId/documents/list
Step-by-step
- Open Documents → Library and choose upload. (Expected: file picker; virus scan pass.) (UAT-C-DOC-UP-001)
- Select type (invoice, receipt, other). (Expected: processing queue entry.) (UAT-C-DOC-UP-001)
- Wait for OCR completion. (Expected: status ready; text layer searchable.) (UAT-C-DOC-UP-001)
- Route document to purchase inbox or attach to entity. (Expected: deep-link to workbench when purchases enabled.) (UAT-C-PUR-D2E-001)
- If OCR confidence is low, correct fields manually before conversion. (UAT-C-PUR-D2E-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-PUR-D2E-001)
Permissions and modules
Documents (documents_upload); storage quota per company.