This is how you bulk upload files and create requests via ApprovalMax Capture:
Click on the + New request button:
Select the respective request type and click on the Bulk Upload button:
To have attachments recognised and request fields populated automatically, select whether you want to upload one file per document or a single file with each page representing a document.
Under Additional options, use the Extract line items toggle to control how the document is processed:
On (default): OCR extracts individual line items from the document.
Off: OCR creates a single line with the description "Goods & Services" and the document total. This is recommended for documents with a large number of lines.
Add the files by dragging and dropping them, or click on Upload files. Once added, click on Upload:
The recognition process takes a couple of seconds. All captured documents will be saved as Drafts, you'll find them in the Captured by Me folder:
Once you open the captured request for editing, you can review and adjust the recognised data before submitting for approval.
If you need to re-upload or replace the attachment for re-processing, click on the attachment icon in the toolbar at the top of the edit form.
Upload the new file, and the Confirm uploading file screen will appear. Here, you can use the Extract line items toggle before confirming the recognition and resubmitting for approval:
