Using the Document Center in Adesso AI

The Document Center: a space to load promotional contracts, backup details, or invoices to review and match to deductions.

Table of Contents

1. Instructions
2. Example with screenshots
3. Downloadable copy
4. Video demo

Instructions

1. Navigate to app.adessoai.com
2. Click Document Center.
3. To upload an invoice to the Document Center, click Upload.
4. Click the Customer field to see a drop-down list of your customers.
5. Enter the name of the Customer in the search field.
6. In this example, we will select 910000038 - UNFI.
7. Click Select Files.
   1. Find the file you want to upload. Adesso Best Practice: Have the Check # from the invoice on hand.
8. You will see that the invoice has been selected. Enter the Check #.
9. Select the Type .
10. Click Upload.
11. You can repeat this process if you have multiple invoices to upload.
    1. Return to step #7 and repeat.
12. Click Upload.
13. Click x to close the window.
14. You can Edit any fields that have a pencil in the field name.
15. Once the field is in edit mode, enter the information.
16. You know that something has been edited because it will have a black triangle in the upper left corner of the field.
17. Click Save Changes to make the change permanent.
    1. Click Cancel Changes to revert to previous information (this MUST be done BEFORE you save changes).
18. To view a file, click the File Name.
19. Click x to delete a file from Adesso.

Instructions with screenshots

Download a copy here: 

Using the Document Center in Adesso AI Cheat Sheet

Watch us in action: 

Using the Document Center in Adesso AI Video