Submitting & Reviewing Documents
Support for uploading & Reviewing documents into Fluent
8 articles
- Submitting documents by emailSend purchase orders, invoices, and other documents to Fluent by email — no manual upload required.
- Supported file types & best practicesWhat you can send to Fluent and how to get the cleanest extraction.
- Submitting documents by WhatsAppSend documents and photos to Fluent over WhatsApp — great for field staff, drivers, and quick captures.
- Why is my document in "Pending" status?Common reasons a document sits in Pending — and what to do about it.
- Deleting and recovering documentsHow to remove a document from the Documents list and how to get it back if you need it.
- Handling multi-document requestsWhen a single request includes multiple files — a PO plus a change note plus a spec sheet — here's how to submit them.
- Reviewing and approving a documentHow to review an extracted document and approve or reject it.
- Editing extracted fieldsHow to correct line items, quantities, prices, and other extracted data before approval.