Documents
Documents is the evidence library.
It contains:
- manually uploaded receipts and invoices,
- email-in attachments,
- email body images when useful,
- bank-imported receipts,
- generated conversion evidence,
- documents attached to entries,
- documents waiting to be used,
- documents in review folders.
In this guide
- 1Manual UploadUse manual upload for receipts that are not included in bank exports.
- 2Email ForwardingEach organization has a forwarding address in Documents.
- 3Email Replies, Allowlist, and Unverified UploadsDocuments includes controls for:
- 4Default Document ViewBy default, document selection views show unused documents only. A used document is already linked to an entry. Use Include used documents when you need to find or inspect evidence already attached elsewhere.
- 5Search and Quick FiltersDocument search supports include and exclude style searching in the document manager.
- 6Color FlagsUse color flags to mark documents for review, follow-up, or personal workflow tracking.
- 7Verified and Unverified DocumentsMark documents as verified once you have checked them. Use hide/show filters to focus on unverified or low-confidence documents.
- 8View Extracted DataOpen extracted data when you need to understand what GrantKeeper read from a receipt. This is useful when an entry has a wrong date, vendor, amount, purchaser, VAT status, or blank/prohibited classification.
- 9Request Follow-upUse Request Follow-up when a receipt is unclear, incomplete, wrong, blank, or needs to be resent.
- 10Bulk ReprocessBulk reprocess runs AI extraction again for selected documents. Use it when a group of documents was misclassified or missing extracted data.
- 11Document FoldersGrantKeeper triages documents into folders.
- 12Move Documents Out of a Folder
- 13Delete DocumentsOnly delete documents when you are sure they are unnecessary. Deleting receipt evidence can affect entries and exports.