Edwix automatically extracts the merchant/vendor/supplier (essentially the business you have transacted with) directly from your documents. As you upload more document, Edwix starts building you an up-to-date merchant directory!
How does it work?
When you upload an invoice, work order, receipt or contract, Edwix scans its contents to identify available merchant information and creates a record such as
- Company Name
- Address
- Website
- Phone
How can I make the best of Edwix Merchants?
Here are some recommendations to maximize the utility of this feature:
-
PDF Upload: Uploading your property-related documents from your computer regularly ensures you have a healthy updated merchant list.
- Photo Upload: You can snap a pic and upload directly into your Edwix inbox to grab the merchant. Know more in this article: Upload a Picture Into Edwix and Extract the Details
- GoEmail Upload: Have the merchants directly send you invoices with your personalized GoEmail address. Read more here: Forward Your Home Documents to Your Edwix Inbox with GoEmail
-
Validation: Review and confirm that the merchants and there details were automatically extracted.
By following these steps, you won’t have to scramble to find the contact information for that excellent contractor years from now!
