Invoices & uploads · GUIDE

A document won’t upload. What should I check?

Check the source file and workspace before sending it again.

THE IMPORTANT BIT

First check whether the file already reached your workspace. Avoid creating repeat uploads.

1
Open the original file
Make sure the document opens and the important text is readable. Try a clear PDF, JPEG, or PNG. Check the limits shown in your current app rather than guessing a size limit.
2
Look for an existing upload
Check the selected workspace and document queue. A slow screen does not, by itself, mean the upload failed.
3
Capture the exact error
Record the filename, error text, time with time zone, and browser. Include those details in your support request, with sensitive information removed.

Do not paste invoice contents or account credentials into a public support request.

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