How is the file prepared and formatted?

You can define an Input Treatment Strategy on Communication Platform. This controls how incoming files are interpreted, processed, and validated before they are included in a workflow:

Step 1: create a strategy
You can edit, copy, or delete it later.

Step 2: link the strategy to a workflow
Each workflow can have one (optional) strategy. You can link the same strategy to multiple workflows, or different workflows can use different strategies.

Step 3: configure your rules
Within a strategy, you can specify the document type (e.g., credit note, invoice) and format (JSON, XML, PDF). You can also configure ZIP files to be unpacked automatically and processed individually. The status is shown immediately:

• Unpacking: the ZIP is being unpacked
• Unpacked: files were processed successfully and are ready for the next step
• Error: the archive is invalid or corrupted