Upload Files via the R365 App

  • Updated on Feb 9, 2026
  • Published on Jun 26, 2024
  • 4 minute(s) read
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Use the R365 mobile app to upload documents directly to Documents to Process from a mobile device. This feature supports uploading existing files, selecting photos from the device, or capturing new photos or scans.

During upload, document details such as the document name, location, and priority can be reviewed and updated as needed. These details help organize documents for processing and can also be completed later.

Files and photos uploaded in a single session are combined into one PDF in Documents to Process. To keep documents separated, upload files in separate sessions.

Security

Uploading Documents to Process is available to users with either one of the following Permissions:

  • Accounts Payable → Docs to Process → Upload Docs to Process Documents

  • Food → Docs to Process → Upload Docs to Process Documents

Upload Files in the R365 App

Use the R365 Red App to upload documents directly to Documents to Process from a mobile device. This workflow supports uploading existing files, selecting photos from the device, or capturing new photos or scans. Uploaded documents can be processed in the web application.

The upload process includes the following steps. Each step is broken down in detail in the sections below.

  1. Navigate to the Create Menu.

  2. Select the upload method.

  3. Review and edit document details. (Optional)

  4. Send the document to Documents to process.

R365 supports the following files types: JPG, PNG, BMP, GIF, PDF, TIFF, JPE, JPEG, and HEIC.

Users may be prompted to give the app permission to access cameras, photos, and files the first time images and/or files are uploaded.

Navigate to the Create Menu

Uploading files begins in the Create menu.

  1. From the bottom tab bar, select Create.

  2. In the Create menu, select File upload.

  3. Select the desired upload method.

Select the File Upload Method

The four upload options are:

  • Take Photos: Capture paper documents in real time using the device camera. This option works best for receipts or invoices that are not already stored on the device.

  • Upload Photos: Select existing images from the device photo library. This option works best when receipts or documents are already saved as images.

  • Upload Files: Attach supported file types stored on the device, such as PDFs or image files downloaded from email or cloud storage.

  • Scan Documents: Create a scanned copy of a physical document. The scan feature automatically detects edges and applies enhancements for readability.

All photos captured in a single session are combined into one document in Documents to Process.

Take photos option

  1. Select Take photos.

  2. Position the document in the frame.

  3. Click the capture button.

  4. To add another page to the document, click the camera button. (Optional)

  5. To delete the photo, click the trashcan. (Optional)

  6. To accept the photo(s), click the checkmark.

All photos/filed added in one upload are submitted as one document.

Upload photos option

  1. Select Upload photos.

  2. In the image explorer, tap each photo be uploaded.

    1. Selected photos are indicated with a checkmark in the lower right corner.

    2. Click the search button to search the photo library by name. (Optional)

    3. Click the menu to view sort, filter, and view options. (Optional)

  3. Click the checkmark in the top right corner to proceed with the selected photos.

Upload files option

  1. Select Upload files.

  2. In the file explorer, tap each photo to be uploaded.

    1. Use the search bar to search for a specific file name. (Optional)

  3. Click Open in the top right corner.

Scan photos option

  1. Select Scan documents.

  2. By default, the scan function is set to auto and attempts to locate the document edges and capture the document.

  3. To view the scanned page, click the document preview in the left corner which includes the following options:

    1. Adjust: Enables document editing where users can drag and drop the corners of the document to adjust the edges of the document.

    2. Filters: Enables filters to be applied to the scanned document. Options include: Black & White, Grayscale, Color, Photo

    3. Rotate: Rotates the scanned document.

    4. Delete: Removes the page from the scanned document.

  4. Click Save to save all scanned pages.

All scanned images added in one upload are submitted as one document.

Review or Edit Document Details

All edit steps are optional.

Follow these steps to review or edit the uploaded document:

  1. Click into the document name to edit it.

  2. Click into the Location box to assign a location.

  3. Click into the Priority box to assign a priority to the document.
    Priority options include:

    1. Critical

    2. High

    3. Standard

    4. Low

  4. To add another image to the file, click Add new.
    Add new opens the file upload options.

  5. To delete one of the uploaded files, click into the document row. (Optional)

Send the Document to Documents to Process

Once all desired details have been reviewed and/or edited, the file can be sent to Documents to Process.

  1. Select the desired send option. Options include:

    1. Send: Sends the document to Documents to Process and closes the screen.

    2. Send & Create new: Sends the document to Documents to Process and remains on the Create New Doc screen for additional file uploads.