How do I check if documents were imported to my account? (Received Files feature)

In the Received Files menu, you can find an overview of all documents that have been sent to your account (by you or someone in your network).

To use this feature:

• Go to the Received Files menu
  
  
  
• A list of all documents uploaded to your account appears:
  
  
  Here, you can see:
  • Sender: user who uploaded the document.
  • Document description: the filename of the uploaded document.
  • Date added: when the document was uploaded.
  • Added via: how the document was imported.
    • Community upload → upload via the platform (drag & drop or via the upload button and file explorer).
    • DIY → outbound invoice that was created with the platform's online invoice creation tool.
    • Email intakes → documents sent via email to Accounts payable and Accounts receivable.
    • Archive connector → upload via the archive connector endpoint.
    • Universal connector → upload via the universal connector endpoint.
    • Corporate connector → upload via the corporate connector endpoint.
  • Status: informs you if the upload is in progress, successful or if an error was encountered.
    • Success: the documents were processed successfully by the platform.
       
    • Error: an error occurred during processing, details will be displayed in the Information column.
  • Information: in case of an Error status, details about the error will be displayed in this column.
  • Actions:
    • → Go to the document's details (accounts payable).
    • → View the original document.
    • → Go to the document's details (accounts receivable).