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Top FAQs from Business Owners
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Docyt Mobile App
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Split Expenses, Accrue Expenses & Intercompany Settlement
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Accountant
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Product Updates
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Docyt University
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iOS
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August 2024
How do I upload documents to Docyt using the iOS app?
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Tap the "+" button at the bottom of the screen.
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Tap the “Mailroom” tab from the displayed list to send the document to the Mailroom module of Docyt.
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Align the document within the camera frame, making sure it is fully visible and legible, and take a picture by tapping the white “Circle” at the bottom of the screen.
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After you take the photo, you can adjust the image by dragging the dots on each corner of the square to adjust its size and position it over the area of the image that you want to keep. Once you have adjusted the image, tap on "Accept Scan" to proceed.
Users can also upload the images anytime from the gallery by clicking the gallery icon available on this screen. -
Repeat steps ‘3’ and ‘4’ if there are more documents to be scanned; otherwise, click "DONE" after scanning all the documents.
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If you have more than one business in Docyt, tap the name of the business you are adding the document for.
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A text box to add “Memo” related to the document will be displayed. Update the memo field if you want to add a note or description of the document. Tap “Skip” if you do not want to add any text. If you added text, then tap “Save”.
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A success message will appear when the document is sent to the “Mailroom” module of the selected business.