ASSIST Document Management Software Frequently Asked Questions

ASSIST Document Management Software Frequently Asked Questions. Efficient financial document organization

FAQ About ASSIST Document Management Software

What is ASSIST Document Management Software?

ASSIST helps businesses efficiently organize their financial documentation, automating data extraction for invoices and receipts.

How do I use ASSIST Document Management Software?

Take photos of your documents, email them to ASSIST, and the system will automatically extract the data for future use.

How can I sign up for a free trial of ASSIST?

Register on the website for a free trial, which includes access to 50 pages. For more instructions, check out the accompanying video.

Why aren't my documents being processed by ASSIST?

If your files are not being processed, ensure they meet the system's size and format requirements. Contact support if the issue persists.

How do I add additional users to ASSIST?

To add new users, navigate to the settings menu, click on 'Users,' fill in the required information, and new users will receive an invitation via email.

How do I cancel my subscription to ASSIST?

You can cancel your subscription by either downgrading to the free plan in the settings or directly from the billing section.

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