Install the Pathfinder by Docupath app, connect to your tenant with a 4-digit code, capture documents using your device camera, and upload them securely to your Docupath tenant for processing.
Prerequisites
Android or iOS device
Pathfinder by Docupath app installed from the App Store or Google Play
4-digit tenant code provided by your administrator
Organization email address and display name
Camera permissions (granted when first prompted)
Steps
Install and Connect
Install Pathfinder by Docupath from the App Store (iOS) or Google Play (Android).
Open the app.
Enter the 4-digit tenant code provided by your administrator.
Enter your organization email and display name.
On success, the dashboard loads.
Reinstalling the app or having your device deprovisioned resets the local session, so you will need to re-enter the tenant code to reconnect.
Capture Documents
Tap the camera icon to begin capture.
Allow permissions when prompted (one-time).
Use the preview and flash toggle to ensure adequate lighting.
Capture the document, then choose Confirm or cancel.
Upload Documents
Navigate to My Documents using the gallery icon next to the camera button.
Select one or more documents.
Tap Upload.
Successful uploads are automatically deleted from the device; failed uploads are retained for retry.
Expected Outcome
Uploaded documents are submitted to your Docupath tenant and feed directly into AI extraction and workflow processing on the platform.
Common Issues
Issue | Resolution |
Invalid tenant code | Re-enter a valid code; the app displays a clear error |
Upload failure | Retry from My Documents; the files are retained |
Device revoked | An admin has blocked access; the app shows access denied |
Notes
The app is capture-and-upload only; review and processing happen in the Docupath platform.
Share the tenant code securely with users (for example, via internal chat or email); do not distribute it publicly.
Upload over a stable Wi-Fi connection and retry any failed uploads promptly.