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How to upload a single file via ApprovalMax Capture

Updated over a month ago

This is how you upload individual files via ApprovalMax Capture to create NetSuite Bills:

  • Click on the + NEW REQUEST button.

  • Select the respective request type and click on CREATE A REQUEST:

  • To have the data in the attachment recognised and fields automatically populated, select "Upload via ApprovalMax Capture" and click on thebutton:​

  • If you want to just upload files without recognition, select "Upload as files" and click on thebutton. In this case you'll need to fill in the request manually, and the uploaded files will become attachments.

  • When uploading via ApprovalMax Capture, confirm the file upload to start the recognition:​


  • The recognition process takes a couple of seconds. Manually fill in mandatory fields in the request that are still empty and submit the request for approval:​


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