Import packages, forms and receipts into reviewed drafts

Use Assistant → Packages, Form, or Receipt to turn your source material into an editable proposal. The import prepares structured fields for review. It does not reproduce a source page's design, publish a form, activate a package, or pay an expense.

Choose readable source material

Paste the relevant text, supply a direct public HTTPS page, or select one JPEG, PNG, or WebP image. The web editor prepares a smaller image before uploading it. Inspect that preview: tiny receipt lines or a long screenshot may become unreadable. Crop to the useful section or paste the text when a number is unclear. PDF files, document attachments, multi-page images, authenticated pages, and pages that depend on browser JavaScript are not supported by this intake.

URL intake has no browser cookies and does not follow redirects. It accepts bounded public HTML or plain text, strips script and style content, and keeps a source link with the extracted text. A rejected page can usually be replaced with a pasted excerpt. You must have permission to use the material; only import the part needed for your own package or form.

Review a package

Suppose your price sheet says “Planning consultation — $250 USD, one 90-minute session; venue research excluded.” Review the name, description, integer-cent price, inclusions, and exclusions. An unstated price should remain unknown rather than becoming a guessed amount. The importer supports USD and does not convert currencies.

Approval creates a private draft in Assistant → Packages. The library keeps revisions and rejects overwriting a newer edit. An active package needs an explicit reviewed price. Activating it organizes the private library; it does not change existing proposals, invoices, website prices, or card charges. Selecting a package automatically inside every sales document is not currently part of this library.

Review a form

Check each question's label, type, required state, options, field mapping, and conditional visibility in the web editor. The compact assistant editor handles common question fields; use the full form editor for the complete definition before publication. The imported form is disabled and has no published revision until you separately review and publish it.

For example, a question about a preferred venue should not be mapped to the client's email address merely because both fields were present in the source. Test the published form's actual submission behavior after completing those settings.

Review a receipt

Confirm the total, included tax, currency, incurred date, paid date, category, and wedding assignment against the original. A total of $108 including $8 tax becomes 10,800 total cents and 800 included-tax cents. Do not add that tax twice. A blank paid date remains unconfirmed; importing a receipt is not proof that a payment cleared.

If the source does not establish an amount, currency, or date, the assistant should ask for clarification and omit the expense action. Even when extraction looks plausible, review it before approval. The saved expense retains its originating assistant request reference. It does not create a payment or perform an accounting-provider synchronization by itself.