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1. Smart Document Capture - Ability to turn it off

   Can you allow the option to turn off the smart document capture? At present, we have draft bills that we use to add data into and when that "smart document capture" opens, I can no longer read the tiny print on the attachments without downloading them. So at this point, it is actually adding time for us because we have to download & manage the data outside of Xero vs being able to do it all within Xero prior to this feature being added. At some point we will likely look at this feature, but we can't do that immediately. In the interim, we are forced to do extra work outside of this process.

   Can you allow the option to turn off the smart document capture? At present, we have draft bills that we use to add data into and when that "smart document capture" opens, I can no longer read the tiny print on the attachments without downloading them. So at this point, it is actually adding time for us because we have to download & manage the data outside of Xero vs being able to do it all within Xero prior to this feature being added. At some point we will likely look at this feature, but we can't do that immediately.… more

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   3 comments  ·  Documents  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for getting back to us with the detailed steps of your current process using the Smart Document Capture, it was very helpful. There are a few things you can do to make this process better in regards to 'seeing' the tiny text in the preview window.

   You can:

   • Close the sidebar so you only have the one document in the preview window and you do this by clicking the 3 horizontal lines in the top left corner
   • Zoom or use Page to Fit option
   • Widen the center document section by hovering you curser over the right side border and sliding right (I've attached a screenshots to show this).

   However the error message you are getting when trying to open the document needs to be looked into as this is not behaving as expected. Can you please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you and raise this with the Product team so they can look into it.

   
   

   Thanks for getting back to us with the detailed steps of your current process using the Smart Document Capture, it was very helpful. There are a few things you can do to make this process better in regards to 'seeing' the tiny text in the preview window.

   You can:

   • Close the sidebar so you only have the one document in the preview window and you do this by clicking the 3 horizontal lines in the top left corner
   • Zoom or use Page to Fit option
   • Widen the center document section by hovering you curser over the right side border and sliding right (I've attached a screenshots to show this).

   However the error message you are getting when trying to open the document needs to be looked into as this is not behaving as expected. Can you please raise a case with our Xero Support team on Xero Central and our… more