Upload documents
Drag your files onto the Inbox page. Merchaint reads each one, works out what it is, and pulls out the fields.
- A walkthrough video, then why uploading is the quickest way in
- The limits on what you can send, and a workaround for a silent rejection
- The steps, and what a finished upload looks like
- Troubleshooting notes, then FAQ
01 · Video
Feature walkthrough
02 · Why
Why do we have this?
This is the quickest way to get files you already have into Merchaint. It is also the best way to try out a new supplier's invoices, because you see the result in under a minute and can fix things before you send everything else through.
03 · How
- Open
Inboxfrom the Documents group in the sidebar. - Drag your files onto the upload box. You can also click it, or use the
Upload Documentsbutton. Up to 30 files at once. - Watch the counts at the top. They show Total and Processing, then Ready as each file finishes.
- Open anything you want to check. Click the row, or use the row menu for
View Details,DownloadorDelete.
04 · Expected result
Each file appears as a row straight away with its name, size and the time you sent it. The status goes from Pending to Ready, and the document type appears next to it. For an invoice you should see Ready — Invoice detected.
A one-page PDF usually takes well under a minute.
05 · Troubleshooting / notes
| What you see | Why | What to do |
|---|---|---|
| The file will not attach | Over 5 MB, over 50 pages, or the wrong format | Split it, compress it, or save it as a PDF |
| A file never showed up | It was turned away — often a file that isn't really the format its name says | Check the Total count, then re-save it properly and try again |
Ready, but no fields | It finished without reading anything | Open it and reprocess. See Fix a document that was read wrong. |
| Stuck on Pending | Long document, or a busy queue | Give it a few minutes before reprocessing |
| Wrong document type | The layout looks like another type | Open it and reprocess with the right schema |
06 · FAQ
How many files can I send at once?
Thirty. Each one has to be 5 MB or smaller and 50 pages or fewer.
Do I have to say which supplier or document type it is?
No. Merchaint works it out. If it gets it wrong you can reprocess it and choose.
Common questions
Yes. Use the menu on the row and choose Delete.