Kontera processes documents in PDF, JPEG, and PNG formats. Word and Excel files must first be saved as PDF. Documents can be uploaded via email, WhatsApp, PDF splitter, direct upload, or drag-and-drop. Bexio users can also use the bexio Inbox in combination with the bexioGo app.
You can process your documents in Kontera in several formats. We support PDF files as well as various image formats (JPEG and PNG). Direct upload of Word and Excel files is unfortunately not possible; these files must first be saved as PDF via "Save As" and then uploaded to Kontera.
There are several ways to load your documents into Kontera:
- via email - you can find detailed instructions here: Email Inbox
- via WhatsApp - you can find detailed instructions here: WhatsApp Inbox
- via PDF splitter
- Direct upload via "Upload documents"
- Direct upload via drag & drop
For bexio users, the following options are also available:
If you receive errors when uploading documents, please check the following:
- Make sure you do not drag the documents into Kontera from an archive/ZIP, but unpack them first!
- If drag & drop does not work for a document, try importing the document via the "Upload documents" button
The "PDF splitter" function
Prerequisites
The following add-ons must be activated:
How it works:
Navigate in the menu to "Split PDF":
- Scan your documents into a single PDF. This can easily have 20 pages or more.
- Click the "Split PDF" button in Kontera under the Inbox section.
(If you are missing this function, you must first activate it under "Settings" -> "Integrations".) - Upload the PDF. You will now see all pages at once.
- Now split the PDF into individual documents. To do this, you can click on the corresponding page every time a new document starts. The document will be "split" for you on the screen so you can see how many documents will ultimately be created from it.
- When you are finished, you can click the "Split into x documents and upload" button. This may take a moment – depending on the number of documents.