How do I import a PDF containing several documents?

Learn how to import a PDF containing different documents into Sequence by following the steps below:

1. Click on "Import Box."

   

2. Then, click on "Bulk Import."
3. Select or drag your documents. You can import a single file containing multiple documents or several different files.
4. Once the documents are imported, click on "Continue" to proceed.
5. The Import section will appear and show you the status of the imported documents.
6. Once the import is complete, click on the document line to review and validate the categorization suggested by Sequence.
7. Sequence splits and categorizes the documents in the file. Review each group to ensure the category is correct and edit it if needed.
8. If the split performed by Sequence is incorrect, you can regroup documents or add a new group.
9. You can edit the group numbers to add or remove documents from a group.

10. You can delete the pages you don't want to import by clicking the X.

    

11. The download icon lets you download all the content or just certain pages.

    

12. However, you can delete the document by clicking the trash can icon, and it will not be imported.

    

13. When you're done, click “Submit.”

    

14. The categorized documents were moved to the tabs corresponding to the different categories.

    

15. Documents classified as purchase invoices are located in the Purchases tab with the status “To be posted.” Click on an invoice to post it.

    

16. Check that the fields provided by Sequence are correct.

    

17. Review the accounting accounts suggested by Sequence and modify them if necessary.

    
18. Once you have finished reviewing the invoice, click “Post” to generate the corresponding journal entries.
    
    
    
    
19. Sequence displays the next invoice to be posted. You can navigate between invoices by clicking the arrows.
    
    
20. To view posted invoices, go to Accounting > Documents.