Upload files from Archive (Beta)

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Uploading is the term for copying files from your computer's hard disk to a place somewhere on the Internet, in Yuki's case, to the Yuki servers. The files remain present on the PC, a copy is sent to your domain in Yuki. The opposite of uploading is downloading.

The entrepreneur and users with the 'Back office' or 'External accountant' role can upload files from the archive.

Here we elaborate on the function to upload scanned documents. We assume that the documents are already (scanned and) stored in a folder on your computer.

Some of the documents being uploaded end up in the bundle bin first. These documents need to be bundled first before they enter the workflow from where they can be processed by the Back office.

Files can be uploaded:

• in bookkkeeping or personal folder
• in a subfolder.

Upload files in folder

Click on the Archive icon in the navigation bar and the click on File cabinet. In the now-opened screen, click on the Upload button.

The following screen is opened:

Click on the Browse button and in the now-opened screen select all the files on your hard disk to be uploaded.

If there are multiple administrations in the domain then select the appropriate administration.

Select the To be handled by Yuki folder to have the documents processed by the Back office in the administration. Select the To be filed by me folder when the documents do not need to be processed in your financial administration.

Then click on the Upload button.

All files are now uploaded into the folder one by one. 

When all files have been uploaded a overview of all files appears. Check that you are not missing any files.

Upload files directly into subfolder

Click on the Archive icon in the navigation bar, click on File cabinet and open the folder and subfolder successively.

In the now-opened screen, click on the Upload button.

The following screen is opened:

Click on the Browse button and in the now-opened screen select all the files on your hard disk to be uploaded.

If multiple administrations are present in the domain then select the appropriate administration.

If necessary, select another subfolder where the files are to be uploaded.

Then click on the Upload button.

All files will now be uploaded into the subfolder one by one.

TIP!

To upload one document, hover your mouse over the subfolder in which the document should be uploaded, click on the button with the three dots and then select Upload document from the dropdown menu.