Add one document or receipt

How to use it

1. Open Documents & Receipts and choose Add Document.
2. Choose a file and describe its type, title, date, vendor, or amount.
3. Optionally use Fill Form from Attachment to review suggested values.
4. Link the document to related household records and save.
5. To update an attachment, edit the same record and choose a new file. Add an optional version change description; Version history lets you download earlier originals and identifies the current attachment.
6. Use Read & review on a saved attachment to check reading status and approve selected suggestions. Photos or scanned files may need a browser-reading step; keep it open until captured text is saved.
7. The same review window shows content-search reading and retry controls. Only current originals that finished reading appear in content matches; saved record details remain searchable when content reading is paused. Browser-captured text is saved securely before queued work continues.