Scanned documents are turned into page images for import

What moves

When a scanned PDF is dropped into the Copilot's import, PDF tools renders its pages as images so the Copilot can read them. A PDF that already has real text is read directly and does not use this step.

Before you start

• AI Copilot in your plan with an AI provider set up
• The person holds the permission to extract from PDFs
• The scan is a PDF under 12 MB

Step by step

1. AccountantAI Copilot

   Drops a scanned supplier statement into the Copilot's import and says what the rows are.

   You see:The import starts and shows how many pages it will read.

2. SystemPDF Tools & E-Signature

   Turns up to 20 pages of the PDF into images at 150 dots per inch; the import can ask for up to 60.

   You see:The page images go back to the import.

3. SystemAI Copilot

   Reads the pages three at a time with the AI provider's vision model and extracts rows with a confidence for each.

   You see:The rows appear for the accountant to review before anything is saved.

Related

• AI Copilot
• PDF Tools & E-Signature
• Scanned invoices and charts become records you review
• Send an announcement and read your inbox by conversation
• Send kudos and clear reward requests by conversation
• Leave is filed and approved through the Copilot
• The Copilot is switched on, set up and first used
• Connections between modules