Documents
Move the files, not just the rows
Morph moves documents between your systems: invoice PDFs and attachments from your accounting system or CRM, and scans you upload, drop on SFTP or keep in Google Drive, OneDrive or SharePoint. Each file is renamed the way you want, read by OCR when its number is only on the page, and attached to the matching record in the destination. Morph keeps no copy.
How it works
Built like any Morph rule
A document rule sits on the same canvas as a rule that moves rows. Choose Documents instead of records, and run it by hand, on a schedule, or each time a file lands.
- 1
Choose where the files come from
Upload them, pick them in Google Drive, let Morph watch a OneDrive or SharePoint folder or an SFTP folder, or choose the records in a connected system whose files you want.
- 2
Name them and find their record
Rename each file by a pattern, or by what is written inside it, and say how the record it belongs to is found: the invoice with the same number, checked against its date or customer.
- 3
Deliver
Morph attaches each file to its record in the destination system, saves it to a folder in SFTP, Google Drive, OneDrive or SharePoint, or packs the lot into one zip for you to download.
Where files come from
- Files you upload, up to 100 at a time
- Google Drive: the files you pick when you run the rule, several at once and from shared drives too; Google Docs and Slides arrive as PDFs
- A OneDrive or SharePoint folder: Morph checks it every few minutes, runs each new file once, and can then move the file to another folder or delete it
- A folder of your Morph SFTP inbox: a file runs the rule as soon as it lands
- A folder on your own SFTP server, on a schedule
- Xero: the files attached to invoices, credit notes, orders, quotes and more, and each invoice, credit note, purchase order or quote as Xero's own PDF
- Odoo: the files attached to invoices, orders, contacts and more, and the invoice PDF Odoo keeps once it has been sent or printed
- QuickBooks, Zoho Books, Zoho Invoice and Sage: the files attached to invoices, bills and orders, and the invoices themselves as each system prints them
- HubSpot, Salesforce and Zoho CRM: the files on companies, contacts, deals, cases and more
Where they go
- Odoo (19 and later): attached to the matching record
- Xero, QuickBooks Online, Zoho Books, Zoho Invoice, Sage Accounting and NetSuite: attached to the matching invoice, bill or order
- HubSpot, Salesforce and Zoho CRM: on the matching company, contact, deal, case or order
- A folder on your SFTP server, under the name you choose
- A folder in Google Drive, OneDrive or SharePoint: make a new one as you choose it, or give each document a folder named by one of its fields
- A zip you download, removed from Morph as soon as it arrives
Read from the document · OCR, no AI
When the number is only on the page
A scan called scan0001.pdf says nothing about which invoice it is. Morph reads the page by OCR and finds what you tell it to: the invoice number, the date, the total, the supplier. Then the file is named by it and filed against that invoice, so scan0001.pdf arrives as INV-0042.pdf on invoice INV-0042.
Your patterns, or Textract's invoice fields
Write what to look for, or start from a ready pattern for the usual facts. For invoices and receipts, tick the fields Textract finds by itself.
Tried on a real file first
Drop a file into the step and see the text read from it and what each pattern picks out, as you type. The file is removed from Morph straight after.
Nothing guessed
The same page always gives the same fields. A value that is not on the page stays empty, and the file is listed with the reason instead of filed on a guess.
Safe by design
The right file on the right record
Exactly one record, or nothing
A file is attached only when exactly one record matches, and a second check (its date or its customer) can be required too. With none or several, the file is not delivered and the run says why. Morph never picks between candidates.
Morph keeps no copy
Each file passes through on its way and is deleted when it has been handled. A file that could not be delivered stays where it came from, and the next run tries it again by itself. There is no queue of your files waiting in Morph.
Never sent twice
A file already delivered to a record is recognised and not sent again, however often the rule runs. A daily rule brings only the documents that are new since the last run.
Checked on the way
Each file has to be what its name says it is. Programs, scripts and empty files are refused, and a file over your plan's size limit is listed rather than sent.
See pricing: documents count as delivered data, on every plan
FAQ
Questions about documents
Which files can Morph move?
PDFs, images (PNG, JPEG, GIF, TIFF and WebP) and Excel workbooks. Morph moves a file as it is: it changes the name and finds the record, never what is inside the file.
Does Morph read my documents with AI?
No. Read from the document uses OCR (Amazon Textract) to turn the page into text, and the fields come from patterns you write, or from Textract's own invoice fields. No AI model sees the document, and the text read is not kept: only the fields found are, in the run's report.
What can Morph read from a document?
Anything written on the first pages of a PDF or an image (up to 10 pages): an invoice number, a date, a total, a purchase order number, a supplier. Printed English, French, German, Italian, Portuguese and Spanish are read; handwriting in English only. A file it could not read, or a value it did not find, is listed with the reason rather than filed on a guess.
Can Morph pick up documents from a shared folder?
Yes. Point a document rule at a OneDrive or SharePoint folder, a folder of your Morph SFTP inbox, or a folder on your own SFTP server, and each new file there is handled once. Once delivered, a file on OneDrive, SharePoint or your own SFTP server can be moved to another folder or deleted. Google Drive works differently: Morph only sees the files you pick in Google's own picker, so you choose them when you run the rule.
What happens to a file whose record does not exist yet?
It is not delivered, and the run says so. It is still where it came from, so the next run tries it again and files it once the record is there. A file you uploaded is uploaded again.
Do documents count toward my data allowance?
Yes, the same way as rows: a file counts its own size, once, when it is delivered. Renaming it and finding its record add nothing, and a file that was not delivered is free.
Does reading a document cost extra?
No. Every plan includes pages a month for reading documents, from 50 on Free to 50,000 on Business. Morph stops reading a file as soon as it has found what you asked for, so most invoices take one page, and a file it has read before is not read again. A page read for Textract's invoice fields counts as 5.
Can Murphy set up a document rule?
Yes. Murphy builds document rules like any other: where the files come from, how they are named and which record each belongs to, shown to you before anything is saved.
Move your first documents on the free plan
Free plan · no credit card · first clean run in minutes