This workflow applies when Auto-Split and Auto-Send to AP are enabled.
Upload the PDF: Upload a single PDF either by selecting Choose File or by sending it to the configured inbound email address. The uploaded file will appear in the Files tab.
Automatic Document Splitting: During the Assemble process, the PDF is automatically split into individual invoices. Any split invoices that meet the configured Auto-Send threshold rules are automatically sent to Centime AP for processing. Invoices that do not meet the threshold remain available for manual review.
Track Invoice Status & Extraction: You can track all automatically sent invoices in the Invoices tab. Within a few minutes, the extracted invoices will appear in the Documents tab, ready for review and processing.
