How do I import a PDF containing several documents?

Import Box > Bulk Import

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. When you're done, click on "Validate."
11. The categorized documents will be sent to the corresponding tabs based on their categories.
12. Documents categorized as purchase invoices will appear in the Purchases tab with the status "To be posted."
13. Click on an invoice to post it.
14. Check that the fields provided by Sequence are correct.
15. Review the accounting accounts suggested by Sequence and edit them if necessary.
16. Once the review is complete, click on "Post" to generate the related accounting entries.
17. Sequence will display the next invoice to post. You can move between invoices using the arrow buttons.  To view posted invoices, go to Accounting > Documents.