> For the complete documentation index, see [llms.txt](https://help.ezofis.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.ezofis.com/ap-agent.md).
# AP Agent
Manage and approve requests by signing in, creating a new request, uploading documents, and tracking the approval process. This guide will walk you through each step, ensuring you can efficiently manage requests and maintain a clear audit trail.
## What You'll Need
* Access to the system with appropriate permissions
* Required document(s) for upload
* Estimated time: 10-15 minutes
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### Sign In and Access Inbox
Begin by clicking the **Sign In** button to access your account. Once logged in, navigate to the **Inbox** tab to view your requests. This is your starting point for managing and creating new requests.
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### Create a New Request
In the Inbox tab, click the **New Request** button. This action opens a new page where you can start the request workflow by uploading necessary documents.
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### Upload Documents
Click the **browse** link to open the file explorer. Select the document you want to upload, such as `Dummy Invoices-15.pdf`, and click **Open**. The system will begin uploading your file and extract the necessary data.
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### Review and Save Request Details
Once the upload is complete, go back to the **Inbox** and locate your new request. Open the request to review the extracted data, such as the total value, and click **Save** to confirm any changes.
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### Track and Approve Requests
Navigate to the **Sent** tab to view processed requests. Select the request you wish to approve, review the details, check attachments, and approve it for processing. Add any comments for context.
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### Finalize and Log Out
After approval, the request moves to the **Closed** tab. Review its history for a complete audit trail. Once finished, click the user profile icon to log out securely.
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## Tips and Best Practices
* Regularly check the **Inbox** for new or pending requests.
* Use clear, descriptive comments when adding notes to requests.
* Regularly review the **History** tab to ensure all actions are accurately logged.
## Troubleshooting
Why can't I upload my document?
Ensure the document is in a supported format and doesn't exceed the size limit. Try refreshing the browser and re-uploading.
Why is my request not appearing in the Sent tab?
Check if the request was saved and processed correctly. Ensure you have refreshed the tab or page.
Why can't I see the approval history?
Ensure you have the correct permissions to view history. If issues persist, contact your system administrator.
## Summary
By following these steps, you've successfully managed and approved requests, ensuring an efficient workflow and a complete audit log. Continue monitoring your **Inbox** for new requests and periodically review closed requests for any necessary follow-ups.
## Frequently Asked Questions
How do I know if my document was successfully uploaded?
You will see an upload progress indicator, and once complete, the document's data will be extracted and visible in the request details.
Can I edit a request after it's been approved?
Typically, approved requests are locked for edits. However, you may add comments for additional context.
How do I access previous requests?
Navigate to the **Sent** or **Closed** tabs to view past requests. Use the search function for quicker access if available.
What should I do if I encounter an error during approval?
Try refreshing the page or logging out and back in. If errors persist, contact your IT support team.
Is there a way to automate the approval process?
Check with your system administrator about automation features or third-party integrations that can streamline the approval workflow.
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# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://help.ezofis.com/ap-agent.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.