How to setup workflows?
Import files
Data Formatting
- Conditional blocks in Data Actions
- How to set up Formatting and Post-processing actions
- List of Formatting and post-processing options
- Dropdown fields in Nanonets
- Convert to Date Format
- Currency Detector
Data Validation and Approvals
- How to unapprove a file?
- Introduction to Approvals on Nanonets
- How to set up Approval Rules?
- Reviewing files with Approval rules
- Can I mark documents as Rejected?
- Detect and Flag Duplicate Files
Export or Download results
- Exporting PDFs to Google Drive
- How to check errors or failure in exports?
- Export to Sage
- Export to Xero
- Export to Salesforce
- Download .CSV, .XML or .XLSX