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How to bulk upload files via ApprovalMax Capture

Updated over a month 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 the checkbox for "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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