Smart Intake — add records from a document
Upload any document — an invoice, purchase order, contract, warranty or licence — and the AI reads it and proposes the records to create. You review each detected item, edit if needed, and create or skip. Created items are routed into Vendors, Assets, Licences, Warranty, Contracts, Inventory and more.
Steps
1. Upload a document
Click the dashed upload card (or drag a file onto it). Supported formats: PDF, TXT, PNG, JPG, JPEG. The AI classifies the document and extracts its entities — this takes a few seconds.
2. Review the detected items
Each detected entity (vendor, asset, licence, warranty, contract, …) appears as a card with a confidence score and editable fields. Correct any value inline.
3. Choose Create or Skip per item
Click Create on the items you want, Skip on the rest. Skipped cards dim and lock their fields. Modules you don't have enabled are hidden and skipped automatically.
4. Apply
Click Apply (N) to create the chosen records. A summary toast confirms what was created (e.g. '1 vendor · 1 asset · 1 licence'). Use Reject to discard the whole extraction.
5. Reopen from History
The History section lists previous uploads with their status. Any job marked Review has a Review button to reopen the extraction and finish your decisions.