Upload paper and digital documents

Whether you’re on the go, at home, or in the office, Hubdoc gives you the tools to upload paper and digital documents using your mobile device, desktop, email, or scanner. Once the document has been uploaded, Hubdoc extracts financial data from it, and automatically files it into a supplier folder.

Practice uploading your documents


In order for Hubdoc to accurately extract information from a document you've uploaded, the datesupplier name, and amount must be clearly visible. Practice uploading documents into your Hubdoc account using each of the upload options:

Mobile upload

The Hubdoc mobile app is a great tool for business owners who are always on the go. Simply snap a photo of a receipt using the app, and it will upload to your Hubdoc account automatically. Follow the steps below to upload documents using your mobile device, or watch this video for more detailed instructions.

1. Download the app for free from the Apple App Store or the Google Play Store.
2
Log in using your Hubdoc account credentials.
3. Select the green camera icon to take a photo of your document, then select ‘Use Photo’ (iPhone) or ‘Ok’ (Android) to upload the photo.
4. 
Review the document in your Hubdoc account.


Desktop upload

Upload documents saved to your computer by browsing your files or by dragging and dropping into your Hubdoc account. 

1. From the Hubdoc dashboard, click Add Receipt.
2. Select Single Item File or Multiple Item File. 

If you select Multiple Item File when manually adding a multi-page PDF document (e.g., if you scan multiple invoices into one PDF file), it will be split into individual documents. If you select Single Item File, the file uploads as single document.

3Click Browse and select the document or drag and drop the document from your computer into the file upload window.
4. Close the Add Receipt window.


Email

Each Hubdoc account has a unique Hubdoc email which is used for sending in documents. You can find your Hubdoc email when you click the Add Receipt window and in your Profile settings. Follow the instructions below to email a document into Hubdoc. 

1. Open your email inbox and compose a new email. 
2. Ensure the "
To" field contains your Hubdoc email address as the recipient. (To save time, you can save your Hubdoc address as a contact in your email program.)
3. 
Attach the document to the email, or enter the information in the email body.
4. 
Click Send.

Please note: You can also forward documents from your inbox to your unique Hubdoc address. 

Pro tip: Do you receive recurring bills and invoices to your email? Set up automated email forwarding filters so when documents land in your inbox they are uploaded directly into your Hubdoc account.

Find other tips and suggested workflows for emailing documents into Hubdoc in our Helpdesk article: Emailing Documents into Hubdoc.

Fujitsu ScanSnap

Hubdoc has a direct integration with Fujitsu’s ScanSnap Home, ScanSnap Cloud, and ScanSnap Manager. Scan documents using your ScanSnap device and they will be automatically uploaded into your Hubdoc account.

Read our resources below to learn how to set up ScanSnap with Hubdoc:

Please note: ScanSnap is not currently available in the United Kingdom.

Types of files you can upload

Hubdoc’s data extraction can read the following file types:

  • PDF
  • JPEG
  • PNG
  • IMG
  • HTML
  • Plain text

Please note: The maximum single document file size Hubdoc supports is 35 MB. A maximum of 300 documents can be uploaded to Hubdoc in a 24-hour period.


What’s next? Learn how to sync documents and their data to Xero, QuickBooks Online, Bill.com, and cloud storage platforms.

About the Author

Paige Sopik

Paige is an Education Specialist at Hubdoc. She draws on her experience on Hubdoc's support and marketing teams to provide users with top-notch digital educational resources. Paige takes her knack for teaching to the yoga studio and chases any opportunity to learn something new.

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