> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trysnapit.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Create a SnapIt account, verify your email, complete onboarding, invite teammates, and upload your first invoice.

This guide takes you from signup to your first processed invoice.

## Prerequisites

* An email address you can receive mail at. SnapIt sends a verification code there.
* An invoice as a PDF, JPG, JPEG, or PNG file.

## Create your account

<Steps>
  <Step title="Register">
    Open the [dashboard](https://app.trysnapit.com) and choose **Register**. Enter your first name, last name, email, and a password of at least 8 characters.

    Registering creates an owner account and a new workspace. The workspace starts with welcome credits and a default API key.
  </Step>

  <Step title="Verify your email">
    SnapIt emails you a 6-digit verification code. Enter it on the verification page.

    The code expires after 10 minutes. If it expires, or you don't receive it, choose **Resend code**. After 5 incorrect attempts you must request a new code.
  </Step>

  <Step title="Complete the onboarding wizard">
    After verification, the onboarding wizard walks you through three steps:

    1. **Workspace**: rename your workspace.
    2. **Team**: invite teammates by email (optional).
    3. **API key**: reveal and save your API key. SnapIt shows the full key once, so copy it somewhere safe. You can generate a new key later if you lose it.

    When you finish, you land on the dashboard.
  </Step>
</Steps>

## Invite teammates

You can invite teammates during onboarding or later from **Settings → Team**.

1. Enter each teammate's email and choose a role.
2. SnapIt emails each invitee a personal invite link. Invite links expire after 7 days.
3. The invitee opens the link, registers onto your workspace, and verifies their email. Invitees skip the owner onboarding wizard and don't receive a separate welcome credit grant.

Roles determine what a teammate can do:

| Role     | What they can do                                    |
| -------- | --------------------------------------------------- |
| Owner    | Full workspace settings, billing, API keys, invites |
| Reviewer | Upload, review, and edit invoices                   |
| Viewer   | Read-only access                                    |

New invitees join as reviewers or viewers. Owners can change a member's role from **Settings → Team**.

## Upload your first invoice

<Steps>
  <Step title="Open Upload">
    Select **Upload** in the sidebar.
  </Step>

  <Step title="Add files">
    Drag and drop one or more invoice files, or browse to select them. SnapIt accepts PDF, JPG, JPEG, and PNG.
  </Step>

  <Step title="Wait for processing">
    SnapIt saves the file immediately and runs AI extraction in the background. The invoice list updates as the status moves from **Uploaded** to **Processing** to **Ready**. Credits are deducted when the upload is accepted.
  </Step>

  <Step title="Review the result">
    When the status is **Ready**, open the invoice to check the extracted fields, correct any values, or export the data. Invoices that fail extraction appear under **Needs Attention** for manual review.
  </Step>
</Steps>

<Note>
  Each processed invoice costs credits. If your balance is too low, the upload is rejected with a **402 Payment Required** error. Check your balance under **Settings → Billing**.
</Note>