User Manual - Dijit.app

Open your preferred web browser and access the address provided in your welcome email.

Enter the administrator credentials provided by Dijit:

• Email: Enter the administrator email
• Password: Enter the administrator password
• Click the "Log In" button to log in.

Figure 1: Entering administrator credentials

Once authenticated:

1. The information dashboard will appear on your screen with a summary of the processed documents, expenses and a list of the most common items.
2. You can use the date filters to obtain information for the chosen period.
3. In the top corner you can hide or show the menu sidebar, for more display space on your computer.
4. You can customize your Dashboard by requesting information and changes from the support team.

Figure 2: Dashboard or Control Panel

Choose "Projects" from the "Settings" menu:

1. Click the Projects button in the left sidebar, under Settings
2. Click "+ New"
3. Enter the name of the new project and an optional description

Figure 3: Project management section

In the document type section:

1. Click on the document type (delivery notes, purchase invoices, expense invoices, sales invoices, other) in the sidebar
2. The main table will appear with the different options
3. Click the "Upload" button
4. On the new screen, select the project name before uploading the documents (optional).
5. Drag the PDF or image into the white box below the "Upload," "Process," or "Cancel" buttons.
6. Click on process and wait for the green processing success message.
7. If the document already exists, a red alert will appear.

Figure 4: Section of the project prior to uploading documents

Figure 5: Drag documents and click Process

Figure 6: Correct document processing

Figure 7: Visualization of processed data

To edit the processed data:

• Choose the document to review
• You can be guided by the messages in the status column
• Click the pen icon ("Edit")
• A new screen will appear, divided into two parts. On the right, you'll see the image or PDF, and on the left, the data collected in the different tabs.
• In the "Document" tab you will see the header and total data.
• In the "Items" tab (Delivery notes) you will see the data of the list of products or items received.
• In the "References" tab (Purchase Invoices) you will see the delivery note data corresponding to the invoice.

Figure 8: Select the document and click edit

Figure 9: Edit header data

Figure 10: Editing item list data

To download the different Excel formats:

1. Return to the main table of the desired document type
2. In the options at the top right of the table you will find the Excel download icons
3. Depending on the type of document, you will be able to download default formats.
4. You can request a download format specific to your needs from the support team.
5. You can download Excel files unlimitedly.

Open your mobile device's browser and access the address provided in the welcome email.

Figure 1: Dijit.app login screen

Enter your credentials in the corresponding fields:

• Email: Enter your provided email address
• Password: Enter your password
• Click the "Log In" button to access the system

Once inside the application:

1. Click on the menu icon (three horizontal lines) located at the top left of the screen

Figure 3: Main panel showing the Dashboard with access to the menu

In the side menu:

1. Locate the "DOCUMENTS" section
2. Click on "Delivery Notes" (important: select "Delivery Notes", not "Delivery Notes + Items")

Figure 4: Side menu showing the Documents section with the Delivery Notes option

On the Delivery Note management screen:

1. Locate and click the "Upload" button

Figure 5: Delivery Note management screen with the load button

Before uploading documents:

1. Click on the "Enter work code" field or on the drop-down menu
2. Select the corresponding work or project from the list shown

Figure 6: Work or project selection screen

To start uploading documents:

1. Click the "+ Upload" button
2. A menu with options will open. Select "Photo Library" or "Gallery" to access the photos saved on your device.

Figure 8: Options menu for uploading documents

In your device's gallery:

1. Find the photos of the delivery notes you want to process
2. Select images by tapping on them (a selection indicator will appear)
3. You can select multiple images at once

Figure 9: Photo gallery showing various delivery notes to select from

Figure 10: Selected delivery note photos with check marks

Once you have selected the images, you will be returned to the upload screen where you can see the documents ready to be processed: You must click on "Process"

Figure 11: List of uploaded documents ready for processing

Observe the status of the documents:

1. Wait until all documents display a green indicator with the status "IN PROCESS - File sent for processing"
2. This indicates that the documents have been processed correctly and are being analyzed by the system.

Figure 12: Successfully processed documents with green indicators

If you want to log out after completing your work:

1. Click on the user icon in the top right corner
2. Select "Sign Out" / "Exit the application"

Figure 13: Logout screen