Workflows

How to setup workflows?

• How to set up your workflow

Import files

• Auto-import files from Google Drive
• Import files via Zapier
• Import files via Email

Data Enhancement

• How to set up Formatting and Post-processing actions
• CSV upload guidelines
• List of Formatting and post-processing options

Approvals

• How to add Approval rules?
• Can I mark documents as Rejected?
• Reviewing files with Approval rules
• FAQs on Approval Flows

Export or Download results

• Export to Sage
• Export to Netsuite
• Export to Xero
• Download .CSV, .XML or .XLSX
• Export to Quickbooks
• Export via Webhooks

Troubleshoot Workflows FAQs

• How to rename an output?
• Disable Field mapped in an Export
• How to hide a field from your output without deleting it?
• Can't delete a field in Workflows?