Skip to content

[Hold #520992] Add PDF upload for workspaces #65990

@danielrvidal

Description

@danielrvidal

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

  1. Add a file upload - this will use our normal attachment UI/flow
  2. Store the file when uploaded in the workspace overview
  3. When a PDF is uploaded, we'll use ChatGPT to extract the text
  4. 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:

  1. We need to update the UI to show the PDF if it is uploaded.

Some notes

Here are all the updated screens:

Admin - Empty

Image

Admin - PDF uploads, text auto-generates

Image

Admin - Text, no PDF

Image

#Admin - Text exists, alert modal when uploading PDF

Image

Employee - Empty PDF, Empty text

Image

Employee - PDF, no text

Image

Employee - No PDF, Text filled

Image

Employee - PDF & Text

Image

Employee - View PDF

Image

Metadata

Metadata

Assignees

Type

No type

Projects

No projects

Milestone

No milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions