Docyt Mobile App
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Managing Flagged Transactions with Voice and Upload Features in Docyt iOS App

1. To access the tasks that require your attention, log in to the Docyt iOS app and tap the 'Tasks' icon.

2. If the 'Review Transactions' link is visible, tap on it under the 'Review Open Items' section.

3. When the Flagged Transaction opens up, tap the microphone icon to speak about the transaction or click on the document upload icon (⬆️) to upload the documents

image-20240403-085357

4. For Tap to Speak Button: Your spoken words are automatically transcribed into a text response. Tap the 'Mark as Reviewed' button to save your comments and mark this transaction as reviewed. 

For Upload document Icon: And when you click the document upload icon, then you will be able to see a bottom sheet with the options below -

Bottom sheet title - Upload Document

  1. Scan Receipt

  2. No Document Needed

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5. A green tick mark will be displayed after successfully marking a transaction as reviewed. Please go ahead and review the remaining flagged transactions in the same manner.

 

6. Once you have reviewed all transactions, a message of gratitude will be displayed.