Team and Veydex Shift
Upload and assign a document
In Documents, choose “Upload” and drop in files or a ZIP. The Hub recognises type, term, deadline, amount and what it belongs to, and puts everything under “Please review”. There you confirm with “Apply details” or “Looks right”.
You can upload one file, several, or a whole folder as a ZIP. What the Hub recognises is a suggestion; you confirm it.
Upload
- 1. Open Documents. Under For you, choose Upload.
- 2. Drop the files in or choose them: PDF, photo, Word, ZIP. On a phone you can take a photo directly.
- 3. The Hub reads the files. If one already exists, it says “Already exists: …”. In a ZIP, duplicates are skipped.
Allowed are PDF, photos (JPEG, PNG, WebP, HEIC), Word, Excel, CSV and text. Only the owner can import a folder as ZIP.
Review and apply
Everything new is under Please review. Open a document: the Recognised box shows what the Hub read, for example type, expiry date, notice period, amount and the person or supplier. Choose Apply details or, if nothing needs changing, Looks right.
Recognition works on text PDFs and Word files, by fixed rules, without a language model. For a photo or scan without a text layer it says “No readable text (photo or scan). Please check the details yourself.”
Assign
In a document's Overview, choose Link: person, location, supplier, equipment or customer. The document then appears in their file, and a missing required record is done.
Good to know
- Anything uploaded starts out as confidential when in doubt. If it sits in a folder like “Personal/”, it is filed as a personnel record.
- If a file carries the code of a document from the Hub, the Hub asks whether it belongs there as a scan.
- You can also enter an expiry date before the file exists; see Deadlines and reminders.
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