| Member | Role | Remove |
|---|
No Members Yet
Use Add Members to bring people into this folder.
Show Confidence Scores
Confidence score is the estimated probability, from 0 to 1, that an extracted value is correct. Display confidence score of each extracted value on the edit document.
| 0 Selected | |
|---|---|
| Enter a value from 0 to 1, up to 2 decimals | |
Intake
Set Default Document Intake State to Scanned
When enabled, all newly uploaded documents will be placed directly into the “Scanned” state for scanning
Enable Asking AI to Fill in the Best Values
When enabled, AI helps you fill in the best values that do not exist on documents, or adjust values into the right format. The best values are learned from data in previous documents, vendor master and rules.
Enable Auto Reject Duplicate Documents
When activated, all documents imported in this queue will be sent to Rejected tab automatically if document is duplicate
Email Files
Extract Attachments as Documents for Email Files
Extract each attachment inside a .eml/.msg file as its own document.
Create a PDF of the Email Itself When Processing Email Files
Create a document from the email itself when processing a .eml/.msg file.
Combine Attachments Into a Single Document for Email Files
Merge everything the email produces into a single document instead of one document per item.
Handle Nested .eml/.msg Files
If an .eml or .msg file contains another .eml or .msg file, extract that nested file's attachments too. Anything nested deeper than that is not extracted.
Use Email Metadata From the Connected/Forwarded Email
When an .eml/.msg arrives by forwarding or a connected inbox, its extracted documents use that email's metadata instead of the file's own.
Splitting
Enable Using Page Splitting Scan
When activated, all documents imported in this queue will be scanned page by page individually.
Enable Splitting Documents Into Pages Once Uploaded
When activated, the uploaded documents will be split into pages one by one.
Intelligent File Splitting
When applied, files will be split by the AI automatically. Files containing more than one document will be split, and the documents will be scanned separately in the queue.
Moving and Exporting Documents
Move Documents to Completed Automatically
Select the fields and table columns a document must carry, and which of those must also meet their confidence threshold.
Automation is off. Your selections are saved and will apply when you turn it back on.
| Has a Value | Meets Threshold | Min. |
|---|
Select at least one field or column under “Has a Value” to set up this automation.
Enable Moving Documents with All Required Fields Directly to the Completed Tab
When activated, you must select the required fields. All documents imported in this queue will be sent to the Completed tab automatically if all required fields are present.
Enable Moving Documents with Missing Required Fields Directly to the Rejected Tab
When activated, you must select the required fields. All documents imported in this queue will be sent to the Rejected tab automatically if the required fields are missing.
Enable Automatic Document Export
Exports run only for documents in the Completed tab for both pre defined and custom models. Page splitting must be disabled for the queue. Only documents that move to the Completed tab from the Scanned tab are eligible for export. Otherwise, no export will be attempted.
Export Settings
Export Language
Export Language to Xero/Concur
Export Table
Export Table to Xero/Concur
Create/Adjust Vendor Lists in Xero/Concur
Adjust Sidebar Field Name Order in .csv Export
Compress PDFs for Concur Export
Concur rejects files over 10 MB. Staple can compress oversized PDFs (images only — text stays sharp) before they're sent.
Compress Automatically on Export to Concur
Applies to automated exports.
Each automated export to Concur compresses oversized PDFs first. Files still over 10 MB after compression move to Failed To Export.
Export APIs
| Title | Endpoint | Method | |
|---|---|---|---|
| Export to System A | https://api.example.org/services | POST | |
| Export to System B | https://api.example.org/services | GET | |
| Export to Government Authority | https://api.example.org/services | PUT |
Email (New)
Active
This folder isn't accepting forwarded email while paused. Mail forwarded during this time isn't received. Turn it on to resume.
Forward emails to this email address to ingest documents in this folder
Allow ListOnly accept mail from the email patterns you list; block everyone else. If both lists are on, the allow list wins.
Matched against the From address. Use * for whole domains (e.g. *@trusted-co.com) or ? for a single character. Press Enter to add.
Deny ListBlock mail from the email patterns you list; accept everyone else. If both lists are on, the allow list wins and this list is ignored.
Matched against the From address. Use * to block whole domains (e.g. *@spam-domain.com). Press Enter to add.
Attachment FilteringAutomatically filter attachments such as company logos and pictures from landing into the folder. Filtering rules can be set to filter by file resolution, file size, file type, and file name. You can fine-tune filtering rules in the setting.
Email Connector
Active
Ingestion is paused. Connected inboxes stay editable and mail keeps arriving in each mailbox. Turn it on to resume, and use Resync to pull in anything missed.
No Inbox Connected
Connect a Google Workspace or Microsoft 365 inbox and its new emails come straight into this folder. Nothing to forward, no passwords shared.
These filters apply to every connected inbox in this folder.
Allow ListOnly accept mail from the email patterns you list; block everyone else. If both lists are on, the allow list wins.
Matched against the From address. Use * for whole domains (e.g. *@trusted-co.com) or ? for a single character. Press Enter to add.
Deny ListBlock mail from the email patterns you list; accept everyone else. If both lists are on, the allow list wins and this list is ignored.
Matched against the From address. Use * to block whole domains (e.g. *@spam-domain.com). Press Enter to add.
Attachment FilteringAutomatically filter attachments such as company logos and pictures from landing into the folder. Filtering rules can be set to filter by file resolution, file size, file type, and file name. You can fine-tune filtering rules in the setting.
Email (Legacy)
Connected
Sender
Recipient
No matching rules.
Xero
Off
WhatsApp
WeChat
Date Time is when Staple received and ingested the email into this folder. Email Date is when the sender sent it, taken from the email header.
| Date Time | Status | Folder | Connector | Email Date | From | To | Cc | Subject | Body | Found | Found Files | Filtered | Filtered Files | Uploaded | Uploaded Files |
|---|
Add buttons that send a document from this folder to your own systems in one click.
Assign a value to a field, and optionally apply it only when conditions are met.
Tag documents automatically when their values meet your conditions.
No Label Rules Yet
Label rules will tag documents in this folder with a label when their values meet your conditions.
SAP Concur Policy Management
| Policy Name | Policy ID |
|---|
Sync Vendor Master Data From Concur