# Documents Overview

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### How to Access Documents in Digits <a href="#how-to-access-documents-in-digits-0-0" id="how-to-access-documents-in-digits-0-0"></a>

1. Click **Documents** in the left menu.
2. From here, you can:
   * Click **Upload Document** (top right) to add files.
   * Use **Search**, **Filters**, **Sort**, and switch **List/Grid** views (icons in the top right).

<div align="left"><figure><img src="https://2174058315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4D7zST8CXrD3qmMyLUUn%2Fuploads%2FuhnJNPCr0wOgLDOtyKRJ%2Fimage.png?alt=media&#x26;token=39699ad4-6885-4c10-926c-883a962193ef" alt="" width="563"><figcaption></figcaption></figure></div>

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### How Documents Get into Digits <a href="#how-documents-get-into-digits-0-3" id="how-documents-get-into-digits-0-3"></a>

#### Manual uploads

* Upload PDFs, images, and other document types—ideal for receipts, vendor contracts, or treasury reports.

#### Ledger attachments

* Any file attached to a transaction (e.g., a receipt or invoice) is automatically added to **Documents**.

#### Email

* You can email documents directly to the correct Digits business/client using that instance’s unique Digits email address. This is great for forwarding receipts, bills, or statements without logging in.
* Digits will automatically recognize supported documents and link them to the appropriate transaction or route them to the appropriate workflow when possible.

See: [email-documents](https://help.digits.com/business-documents/email-documents "mention")

#### Auto-fetch via Plaid (U.S. banks/cards)

* When you connect an account through **Plaid**, Digits automatically pulls official bank statements into **Documents**—no uploads needed.
* Currently supported include (not exhaustive): *Wells Fargo, Bank of America, U.S. Bank, Citibank Online, Navy Federal Credit Union, Regions Bank, Fifth Third Bank, Huntington Bank, Truist, Acorns, Mercury, Meow, Slash, Chariot, Parker, Klutch, Spruce, Double Finance, Mass Finance Inc., GuideStone Financial Resources, Dappr, Crew Finance, Percapita Group, Cogent Bank (Personal & Business), Atlas, Safra National Bank, American Bank (TX), and CCBank (Business & Personal).*

#### Automatic sync between Reconciliations and Documents

* Any statement uploaded in **Reconciliations** is also added to **Documents**.
* Any statement added in **Documents** is automatically matched to a reconciliation **when possible**.

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### Downloading a PDF as CSV <a href="#downloading-a-pdf-as-csv-0-5" id="downloading-a-pdf-as-csv-0-5"></a>

1. Open **Documents**.
2. Click the menu next to a document (or open the document detail page).
3. If supported, click **Download CSV** to export.

{% hint style="info" %}
**Note:** Only certain PDFs (like compatible bank statements) can be converted. Unsupported or very large/long files may not show the option.
{% endhint %}

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### Viewing Linked Transactions <a href="#viewing-linked-transactions-0-8" id="viewing-linked-transactions-0-8"></a>

When you click on a document, a file info panel appears on the right side. If linked to a transaction(s), you’ll see a Linked Transactions section showing:

* Transaction date
* Transaction amount

Clicking the transaction takes you directly to its details page in the Ledger.

<div align="left"><figure><img src="https://2174058315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4D7zST8CXrD3qmMyLUUn%2Fuploads%2Ffa1Wv8T0KP3XLuWugAq2%2Fkp8lFMFYy9iFwDZSdA0xNyTSbyMOUKneXg.png?alt=media&#x26;token=1974dc76-dfd0-4b4a-922a-815aec36ca71" alt="" width="563"><figcaption></figcaption></figure></div>

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### Frequently Asked Questions

<details>

<summary>How long does it take to convert a PDF to CSV?</summary>

It depends on size and complexity. Short statements (1–2 pages) usually convert in \~60 seconds; longer or more complex PDFs can take up to 10 minutes.

</details>

<details>

<summary>Will Digits automatically attach receipts to the right transaction?</summary>

Yes—you can upload, drag & drop, or email receipts, and Digits will automatically attach them to the right transaction when it can (based on details like vendor, date, and amount).

If Digits can’t confidently match a receipt, it will still store it in Documents so you can attach it manually later..

</details>

<details>

<summary>Are there limits on PDF conversion?</summary>

Yes. PDFs over \~15 pages may not convert successfully (fix coming soon). Large files (\~7MB+) or highly formatted statements may time out or return incomplete results.

</details>

<details>

<summary>Can I upload documents that aren’t tied to transactions?</summary>

Yes. Upload contracts, treasury reports, receipts, and more directly into Documents.

</details>

<details>

<summary>Can I delete or replace a document?</summary>

Yes. Use the **Trash** icon in the file info panel.&#x20;

* If you delete a document from the **Documents** tab, it will also be removed from any linked transactions.
* If you delete a document from the **transaction details**, you'll get the choice to either:
  * Unlink it (keep it in the Documents tab), or
  * Delete it entirely

</details>

<details>

<summary>Why don’t I see Download CSV?</summary>

Only certain PDFs (e.g., supported bank statements) can convert. If the file is too long, too large, or unsupported, the option won’t appear.

</details>

<details>

<summary>Why don’t I see Download CSV?</summary>

Only certain PDFs (e.g., supported bank statements) can convert. If the file is too long, too large, or unsupported, the option won’t appear.

</details>

<details>

<summary>Do documents automatically link to transactions or reconciliations?</summary>

* If you attach a file during transaction create/edit, it will show as linked in **Documents**.
* Statements uploaded in **Reconciliations** appear in **Documents**, and statements uploaded in **Documents** are auto-matched to a reconciliation when possible.

</details>

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Paper cuts belong in the past. If your documents are feeling a little… *out of line*, email us at [**help@digits.com**](mailto:)**,** and we’ll sort it out.
