> ## Documentation Index > Fetch the complete documentation index at: https://docs.mercora.io/llms.txt > Use this file to discover all available pages before exploring further. # Quickstart > Accept your invite, set a password, sign in, turn on two-factor authentication and upload your first document. This page takes you from your invite link to your first document in the Inbox, in about ten minutes. > [!NOTE] > > **Before you start:** access to Mercora is invite-only. Your workspace admin invites you with your work email address and a role, and Mercora emails you an invite link. No email yet? Check your spam folder, or ask your admin (see [Members](https://docs.mercora.io/admin/members.md)). ## 1. Accept your invite Mercora emails you the invite, naming the admin who invited you. If it went astray, your admin can copy the link and send it to you directly. **1. Open the invite link** The link opens a **Welcome to Mercora** page that says "This is your sign-up link." **2. Click Continue** Click **Continue** to go on and create your password. The extra click is there so that a link preview in a chat app can't use up your link before you open it. > [!WARNING] > > An invite link works once and expires after 24 hours. If the page says "This sign-up link is invalid or has expired", or the sign-in page says "This link has expired or was already used", ask your workspace admin for a new link. A new link replaces every older one. ## 2. Set your password After **Continue**, Mercora asks you to **Set a password to continue**. **1. Choose a password** Enter it under **New password**. It must be at least 8 characters. **2. Confirm it** Enter it again under **Confirm password**. A checklist shows when both requirements are met. **3. Click Set password & continue** Mercora saves your password and opens the app. You can't use Mercora until you have set a password. If you opened the link by mistake, click **Sign out instead**. ## 3. Sign in Next time, sign in with your email address and password. **1. Open your workspace's sign-in page** Enter your **Email** and **Password**. **2. Click Sign in** If you've turned on two-factor authentication, Mercora asks for a code next (see below). To change your password later, go to **Settings → Account** and use the **Password** section. ## 4. Set up two-factor authentication (optional) Two-factor authentication (2FA) adds a second step to sign-in: a 6-digit code from an authenticator app on your phone, such as Google Authenticator or Authy. It's optional and you turn it on for your own account. **1. Open your account settings** Go to **Settings → Account**. You can also open it from the menu under your name at the bottom of the sidebar. **2. Click Enable** In the **Two-factor authentication** section, next to **Authenticator app**, click **Enable**. **3. Scan the QR code** Scan the QR code with your authenticator app. If you can't scan it, type the code shown under "Can't scan? Enter this code manually" into the app instead. **4. Enter the code and verify** Type the 6-digit code from your app under **Verification code**, then click **Verify & Enable**. From then on, after you enter your password, Mercora shows a **Two-Factor Authentication** page. Enter the 6-digit code from your authenticator app under **Authentication code** and click **Verify**. To turn it off, go back to **Settings → Account** and click **Disable** next to **Authenticator app**. ## 5. Upload your first document **1. Open Upload** Click **Upload** in the sidebar, or click **Upload** at the top of the Inbox. **2. Add your files** Drag files onto the upload area, or click it to pick them. You can add several at once, for example the sales contract, B/L and invoices for one shipment. PDF, Word (DOCX), text, JPG and PNG files work, as do saved emails (EML, MSG), up to 50 MB each. **3. Optionally set the type and trade** Leave **Document Type** on **Auto-detect** to let Mercora work out what each file is. Leave **Associate with Trade** on **Select trade** (or choose **Auto-match after processing**) to let Mercora find the trade, or pick the trade if you already know it. **4. Start the upload** Click **Upload 1 Document** (the button counts the files you've added). Mercora uploads the files and starts processing them in the background. For the details, see [Uploading documents](https://docs.mercora.io/documents/uploading.md). ## 6. Open the Inbox Click **Inbox** in the sidebar. Your documents appear there as Mercora processes them: * **Waiting** holds documents Mercora is still working on. * **Needs you** holds documents ready for you to review, match to a trade, and approve. * **Done** holds documents that have been approved or rejected. Open a document from the list. The original is in the middle and the **Review** panel on the right shows the trade it's matched to, the result of Mercora's checks, and the **Extracted fields** it read. Correct anything that's wrong, then click **Approve**. Nothing is added to your trade records until you approve. See [The Inbox](https://docs.mercora.io/documents/inbox.md) to learn how reviewing works. ![A sales contract open for review in the Inbox](https://mintcdn.com/placeholder-f4ffdeec/22McaegbdDRSI41b/images/getting-started/walkthrough-02-review-sales-contract.png?fit=max\&auto=format\&n=22McaegbdDRSI41b\&q=85\&s=a7bb863ab92fe4b36cfdba72eb644b67) Reviewing sales contract VCS-S-2026-0714: the original in the middle, the trade match, checks and extracted fields on the right. > [!NOTE] > > Don't see **Upload** or **Inbox** in the sidebar? Your workspace may have the **Document upload** or **Document inbox** module turned off, or your role may not include access to documents. Ask your workspace admin. ## Next steps > **[Walkthrough](https://docs.mercora.io/getting-started/walkthrough.md)** > > Follow one sugar trade from its documents to the P\&L. > **[Navigating Mercora](https://docs.mercora.io/getting-started/navigating-mercora.md)** > > Find your way around the sidebar and main areas. > **[The Inbox](https://docs.mercora.io/documents/inbox.md)** > > Review, match and approve your documents. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.