-
Notifications
You must be signed in to change notification settings - Fork 3.7k
[Hold #520992] Add PDF upload for workspaces #65990
Copy link
Copy link
Open
Labels
Description
This is a follow up to this issue: https://github.com/Expensify/Expensify/issues/520992#top
Problem: Companies store their expense policies in PDF have to access the PDF covering their expense policies out of our product, taking them out of our product and resulting in less value for the customers.
Solution: Allow customers to upload and store a PDF of their expense policy, extract the text from the PDF, and place it in Policy text. So we need to:
For Admins
- Add a file upload - this will use our normal attachment UI/flow
- Store the file when uploaded in the workspace overview
- When a PDF is uploaded, we'll use ChatGPT to extract the text
- If there is text already in the Policy text, we'll display a warning to confirm if they want to replace the text.
For employees:
- We need to update the UI to show the PDF if it is uploaded.
Some notes
- Here is the internal design discussion
- These updates assume these UI updates are done.
Here are all the updated screens:
Admin - Empty
Admin - PDF uploads, text auto-generates
Admin - Text, no PDF
#Admin - Text exists, alert modal when uploading PDF
Employee - Empty PDF, Empty text
Employee - PDF, no text
Employee - No PDF, Text filled
Employee - PDF & Text
Employee - View PDF

Reactions are currently unavailable