Marketing Help Center - Saasplex X Webflow Template

SaaS Help Center - Saasplex X Webflow Template

Help Center

All you need to know about Procys: How to Upload a document, get your API keys or set up your ideal workflow integration.

Browse questions by category

Getting started

Start using Procys, it takes 5 minutes to setup your account!

Browse articles



Integrations

Connect your favorite app to Procys.

Browse articles



Billing

Manage your account, understand billing details efficiently.

Browse articles



Troubleshooting

Resolve issues quickly and discover effective solutions.

Browse articles



Advanced analytics

Unlock insights with powerful advanced analytics tools.

Browse articles



Legal

Terms and Condictions, Privacy Policy, SLA and more

Browse articles



Master Agreement

The Procys Master Terms form a binding agreement between Procys and the Customer, together with any referenced order forms or documents.

September 1, 2025



Data Protection Agreement

Part of Terms of Service or Master Agreement, effective from the same date and governing data handling between Procys and the Customer.

August 26, 2025



DocType Manager

The DocType Manager screen enables users to create and manage Document Types and their associated fields within the Procys platform.

March 3, 2025



Service Level Agreement (SLA)‍

ChatGPT said: Procys SLA outlines ISO/IEC 27001:2013 certified security, service availability, and support for the Procys API and Services.

September 1, 2025



Privacy Policy

Procys legal documentation

May 26, 2025



Terms of Service

Agreement between you and Procys for using the API Platform and Website, subject to the Terms and Privacy Policy.

September 1, 2025



Automatic Connection between Holded and Procys: We're Integrated Now!

Exciting collaboration offers seamless connection, optimizing processes for efficient business operations. Benefit now!

Francisco López

April 29, 2024



Document Duplicate Alert

Procys streamlines document duplication detection, simplifying workflow. Effortless upload, easy management, expert support.

Francisco López

April 17, 2024



Optimize Your Document Exports with Procys: Discover What Data it Extracts and Exports to All Formats

Enhance document exports with Procys. Explore extracted data fields from invoices or purchase orders.

Francisco López

April 4, 2024



How to get Procys API 2.0 key?

Today, we'll guide you through the process of registering and obtaining the Procys API 2.0 key.

Francisco López

March 13, 2024



How to connect Google Drive to Procys

Set up a guide on how to connect Google Drive to Procys by Zapier.

Francisco López

February 5, 2024



Connect Your Apps to Procys

Discover how to integrate your favorite applications to customize efficient workflows.

Francisco López

February 5, 2024



How to Email Sender in Procys?

With this tool, automatically send your processed data to email.

Francisco López

March 13, 2024



How to Email Receiver in Procys?

This app allows you to send invoices from your inbox directly to Procys. Send your documents to Procys “Forwarding email” automatically.

Francisco López

March 13, 2024



How to connect Twinfield to Procys

Set up guide of how to connect the Twinfield integration to Procys.

Francisco López

March 13, 2024



How to Upload a List of Suppliers in Procys?

Follow these simple steps to upload a list of suppliers in Procys.

Francisco López

March 13, 2024



How to connect Business Central Dynamics 365 to Procys

Procys is integrated with the native "OCR" function that allows you to process all invoices automatically in your MD365 Business Central.

Francisco López

March 13, 2024



How can I get Extra Invoices in Procys?

We explain to you how to get extra invoices on your Starter and Business plans.

Hicham El Hafed

March 13, 2024



Discover the Different Statuses of Procys

The Procys application offers a variety of statuses to efficiently manage your documents. Here's a detailed tutorial on each of them:

Hicham El Hafed

January 27, 2025



Connect Your Apps to Procys

Discover how to integrate your favorite applications to customize efficient workflows.

Francisco López

February 5, 2024



How to connect Google Drive to Procys?

Set up a guide on how to connect Google Drive to Procys by Zapier.

Francisco López

February 5, 2024



How to Annotate Documents in Procys?

With simple steps, you can annotate the data from your extracted and processed documents.

Francisco López

February 5, 2024



Split PDF Documents

In this tutorial, we will guide you step by step through the process of splitting pages using the advanced features of the Procys platform.

Hicham El Hafed

March 11, 2024



How can I correct Data in the Headers?

Here is a way you can work with data in your headers to make it accurate. Effortlessly annotate and modify document data with precision.

Francisco López

February 5, 2024



How can I create a New Supplier?

Create new suppliers seamlessly from "Dimensions" or during document editing.

Francisco López

February 5, 2024



How can I correct Data in the Lines?

In this guide, we show you how to work with corrections in lines.

Francisco López

February 5, 2024



How does the approval flow work in Procys?

We explain step by step how to approve an invoice processed by AI.

Francisco López

February 5, 2024



Procys- How to Sign Up

We explain in simple steps how to start working with Procys from the main page. It takes no more than three minutes to sign up!

Francisco López

October 22, 2024



How can I Upload a Document?

Procys allows you to upload your documents directly to our platform, by forwarding your documents via email or using a Cloud Storage solution.

Hicham El Hafed

February 5, 2024



How can I Upgrade and/or Downgrade my Plan?

Here is the summary of how you can change your subscription plan in Procys

Francisco López

February 5, 2024

