Document handoff workspace

Invoice Connector

Upload old document details, replace the client, generate a clean PDF, and track the handoff without contacting live providers.

01 Upload old document

Use a TXT, RTF, DOCX, DOC, or PDF source. DOCX text extraction runs in-browser when supported.

02 Recognize details

Detect client, email, phone, invoice number, amount, and due date from the source text.

03 Generate PDF

Regenerate a clean PDF from approved fields instead of mutating unknown layouts.

04 Dry-run handoff

Create manual WhatsApp/email links and track Waiting or Resolved follow-up state.

Source

Upload and recognize

Upload document

No source file loaded.

Recognized or pasted text

Editor

Replacement fields

Current owner/client name Replacement client name Old email/current email Replacement email WhatsApp number Invoice number Due date Currency Amount Service line Message body

Download PDF

Handoff

Manual channels

Send channel

Open WhatsApp Open Email

Generate a PDF before dry-run tracking.

Tracking

Follow-up status

Client	Channel	Invoice	Status	Action