Scan and file documents
Photograph or upload a document. IDup recognises what it is, what it belongs to, and files it.
One Scan button handles receipts, supplier invoices, contracts, insurance policies, letters and more. You confirm once, and it is filed.
Step by step
- Click Take photo or Choose file. Use Add page for a multi-page document. Pages are combined into one PDF.
- Click Done – read. IDup reads the text.
- Check What is it?. IDup suggests a type with a confidence value: Receipt, Supplier invoice, Contract, Insurance policy, Handover protocol, Letter / correspondence, Salary certificate or Other. If it is not sure, it asks you to choose.
- Check the details and What does this belong to?: customer, supplier, property, unit, tenancy, project or contract.
- Click Confirm and file.
Where it goes
- A receipt becomes an expense with the receipt attached. It counts against your receipt scans.
- A supplier invoice is recorded as an open bill with its due date. A Swiss QR payment part is read for IBAN, reference and amount.
- A contract becomes a contract with the file. Tick Already signed if it is.
- Everything else goes into the document storage, and to the tenancy or property if you chose one.
- A date such as Valid until creates a reminder.
Warnings and checks
IDup warns if the same file was scanned before, or if an invoice with the same reference or amount is probably already recorded. Scans it is unsure about wait under To check. The tabs Filed and Discarded show the rest, and you can search the text of all scans.
Limits
A scan can have up to 40 pages and 60 MB. Allowed are JPG, PNG, WEBP, GIF and PDF. A PDF cannot be mixed with other pages.
The original is kept unchanged for 10 years. A discarded scan stays stored.
For receipts, see also Assign a receipt to a customer or project.
Nothing is tracked — the buttons only open a message so you can tell us what was missing.
