Upload is the term that is used for copying files from the hard disk of your computer to a place somewhere on the internet, in the case of Yuki, to the Yuki servers. The fles will remain on the PC, a copy is sent to your domain in Yuki.. The opposite of uploading is downloading.
The entrepreneur and a user with the 'Portal back office' or 'External accountant' role can upload files form the archive.
Here we will discuss the feature of uploading scanned documents in more detail. We presume that the documents are already (scanned and) saved in a folder on your computer.
A number of documents that are uploaded will first end up in the bundle bin. These documents need to be bundled first before they end up in the workflow from which they can be processed by the back office.
Click on the Archive icon in the navigation bar and then click on File cabinet. Subsequently, in the now-opened screen, click on the Upload files button.
The following screen is opened:
Select the To be handled by Yuki folder so the back office can process the documents in the administration. Select the To be filed by me folder when the documents don't need to be processed in your financial administration.
When there is more than one administration present in a domain you have to select the correct administration in the following screen:
In the now-opened screen, click on the Select files button.
In the now-opened screen, select all files on your hard disk that have to be uploaded and then click on the Open button.
Click on the Upload files button whereby the files are uploaded one by one. If all files are uploaded an overview of all files will be shown. Check if you don't miss any files.