<< Click to Display Table of Contents >> Navigation:  Zetadocs Delivery & Zetadocs Capture Help > Document Capture > Document Queues > Zetadocs AP Automation > Quick-start user guide > AP Automation Document Queue

To start using Zetadocs AP Automation:

1. Go to Zetadocs Document Queues in Business Central.
    
2. Select the Accounts Payable Automation Document Queue
    
3. Upload vendor documents manually via the document queue screen. There are a couple of options:
    
   • Go to Queue > Upload Files. This will open a new web browser tab with the SharePoint folder where you can upload your vendor documents.
   • Go to Item > Upload. This will allow you to select a single file to upload.

     This step can be automated – see here for more information.

      

     4. Select an invoice in the queue and go to Item > Process. It will then take a few seconds for Zetadocs to analyse the document and extract the data. Once complete the Zetadocs Preview Screen will appear.

      

     Tips:

     • Vendor documents must be in a PDF file format prior to being processed.
     • After selecting Process on a document in the queue, Zetadocs will also silently process the next and previous documents in the queue. This reduces the wait time when processing these documents, so that the Preview screen loads immediately after clicking the Process button.
     • The Comment column allows information to be entered about each document if required, such as a status of “further investigation needed”, which is then visible to all users within a team who are processing invoices from the same document queue.