Uploading
Upload documents on the web
Pick a client, then drag files onto Documents. Upload is instant and reading happens in the background.
Updated 10 October 20261 min read
On this page
- 1Choose the client in the top-bar client picker. A company workspace skips this step.
- 2Open Documents.
- 3Drag files onto the drop zone, or click it to choose files.
- 4Each file appears straight away as Queued. You can leave the page and keep working.
AutoBooks stores each file privately and reads it in the background. The list updates by itself as each file moves from Queued to Processing to Extracted.
Uploading many files
You can upload up to 100 files in one batch. Each file is read separately, so one unreadable photo does not hold up the rest.
Was this article helpful?
Related articles
- UploadingSupported files and limitsPNG, JPG, JPEG, WEBP, PDF, CSV, XLS, and XLSX. Up to 25 MB per file and 100 files per batch.
- OrganisingWhat each document status meansQueued, Processing, Needs mapping, Extracted, Reviewed, Failed, and Deleted.
- ClientsInvite a client to the portalGive each business its own upload-only login. They never see your ledgers or Tally.
Still need help?
Write to us with your workspace name and what you saw. A person reads every message.