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How to bulk upload files via ApprovalMax Capture

Updated over 2 months ago

This is how you bulk upload files and create requests via ApprovalMax Capture:

  • Click on the button.

  • Select the respective request type and click on the Bulk Upload button:


  • To have the attachments recognised and requests fields populated automatically, select the kind of file you want to upload: either one file for each document, or a single file where each page represents a document. Add the files with Drag & Drop, and click on UPLOAD.

  • Under Additional options, you can choose whether or not to extract line items. Tick Don't extract line items if you'd prefer ApprovalMax Capture to consolidate all bill lines into a single total line

  • 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:



  • Edit the request if needed and submit for approval.




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