Managing bills, invoices, and bank statements doesn’t have to be a hassle. The Documa8e Mobile App by Automa8e is here to make your life easier! Designed as a seamless extension of the Documa8e web app, this mobile companion allows you to scan, upload, and sync your financial documents in just a few taps.

Whether you’re a business owner, an accountant, or simply someone looking to stay organized, this app is your go-to solution for document management. In this blog, we’ll walk you through its features, benefits, and why you’ll love using it.

Why Choose the Documa8e Mobile App?

The Documa8e mobile app is all about simplicity and convenience. Instead of spending hours manually organizing your financial documents, you can now:

Scan documents on the go
Automatically sync them to your web account
Organize and manage your files with ease

No more searching through piles of paperwork or sifting through disorganized folders. Let’s dive into how this app works and how it can help you.

Quick Start: Logging In and Navigating

Getting started is easy!

The clean and user-friendly login screen of Documa8e Mobile App

Log in with Your Automa8e Account
Simply enter your email address and password to access your account.
New User? Sign Up!
If you don’t have an account, you can sign up directly from the app.
Forgot Your Password? No Problem!
Use the “Forgot Password” feature to reset it in seconds.

Once you’re logged in, you’ll find a simple interface that puts all the tools you need at your fingertips.

Effortless Scanning and Uploading

The core feature of the Documa8e app is its ability to scan and upload financial documents. Let’s see how it works!

Organize Your Documents into Categories

The app allows you to categorize your documents for better organization.

Easily group your documents into categories like purchase bills, expense claims, sales invoices, and more.

Whether it’s a bill or a bank statement, you’ll always know where to find it later.

Choose Single or Multiple Document Upload

The app offers flexibility based on your needs.

Upload one document or scan multiple files at once.

Single Document: Perfect for uploading one file at a time.
Multiple Documents: Quickly scan and upload up to 10 documents in a single session.

Edit Before Uploading

Need to make adjustments before uploading? The app’s preview and edit tools let you:

Preview scanned documents and use tools like crop, clean, or retake for a perfect upload.

Crop & Rotate: Adjust the document’s alignment.
Clean: Remove any smudges or background noise for a crisp scan.
Retake: Not happy with the first shot? Try again!

This ensures every document is clear and ready for extraction.

Real-Time Sync and Document Details

One of the best features of the Documa8e Mobile App is its real-time syncing with your web account.

View Detailed Document Information

Once a document is uploaded, you can view its details directly in the app.

See all the key details of your uploaded documents, including invoice number, issue date, due date, and vendor information.

Full Document Review

Need to review the entire document? No problem!

Access a full-screen view of your document for a detailed look.

Collaborate with Comment Log

Managing financial documents often involves teamwork. That’s why Documa8e includes a built-in comment log feature.

Track updates, approvals, and feedback with ease.

Track updates, approvals, and feedback with ease.

Add Comments: Attach notes or updates to specific documents.
Monitor Activity: Stay informed about changes or approvals.

This feature is perfect for teams working on invoices, bills, or expense reports.

Streamlined Menu and Support

The app’s Menu section ensures everything you need is just a tap away.

Navigate effortlessly with options for settings, support, and more.

Navigate effortlessly with options for settings, support, and more.

Account Settings: Update your profile and preferences.
Help & Support: Access FAQs or contact the support team if you need assistance.
Rate Us: Share your feedback and help improve the app.

Benefits of the Documa8e Mobile App

Why should you switch to Documa8e? Here are the top reasons:

Save Time: Forget tedious manual uploads and scanning. Automate your workflows.
Stay Organized: Categorize and tag documents for easy access.
Work Anywhere: Scan and upload files on the go using just your phone.
Improve Collaboration: Use comment logs to keep your team on the same page.
Secure and Reliable: Your data is protected with Automa8e’s advanced security protocols.

Who Is This App For?

The Documa8e mobile app is perfect for:

Business Owners: Quickly scan and organize invoices, bills, and receipts.
Accountants: Collect and manage financial documents from clients with ease.
Freelancers: Stay on top of your expenses and prepare for tax season effortlessly.
Corporate Teams: Keep financial workflows smooth and organized.

The Future of Financial Document Management

The Documa8e Mobile App is a game-changer in document management. By combining ease of use with powerful functionality, it simplifies one of the most tedious aspects of financial workflows.

Imagine having all your financial documents at your fingertips, perfectly organized and ready to use—whether you’re at your desk or on the go. That’s the power of Documa8e.

The Documa8e Mobile App isn’t just a tool; it’s a smarter way to manage financial documents. From scanning and uploading to syncing and organizing, it saves you time, reduces errors, and makes collaboration effortless.

Ready to experience the future of document management? Download the Documa8e Mobile App today!

How to Use the Documa8e App: Easy Steps for Scanning, Uploading, and Managing Documents

Sarah Tan