Every document of the company goes in once: client and supplier invoices, receipts, bank statements, reports. The app keeps a copy that never changes. With an Opensolr account, Opensolr also reads its text (with OCR for scans and photos), and the document becomes searchable.
- Open Documente › Încarcă (Documents › Upload).
- Drop the files on Trage fișierele aici (Drop the files here), or pick them, then press Încarcă (Upload).
- Accepted: PDF, pictures (JPG, PNG, WebP, TIFF, HEIC), XML, CSV, TXT, Word (.docx) and ZIP archives. A ZIP is opened and each file inside becomes its own document.
- The type of a file is read from its content, never from its name.
You land on Toate documentele (All documents) with a message saying how many documents were uploaded, how many already existed, and which files were refused and why (for example a file larger than the size limit of the installation, 25 MB by default).
Upload, Dropbox and e-Factura (SPV) all lead to the same place: a stored copy, its text, and the company’s search.
- Duplicates. A file already in the company is recognised by its content and not added twice.
- Without an Opensolr index yet. The documents are kept; their text and the search start as soon as the company’s Opensolr index is ready. A company with no Opensolr account to hold one keeps its documents, but they are not read, nothing is filled in from them and they cannot be searched.
- Who sees them. Administrators and accountants see every document of the company; an employee sees the documents they uploaded.
Files from a Dropbox folder and e-Factura messages from SPV arrive the same way, by themselves, once those connections are set (see Dropbox and ANAF (SPV)).