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The settings menu includes a page for securely sharing documents with Lemma. Use this page instead of sending sensitive business documents by email. EOB processing and EOB-to-835 conversion are separate workflows. Read the EOB processing guide to learn how Lemma parses EOBs, reconciles payments, and creates 835 files. Accounting and owners Accounting members and owners can upload documents and download previously uploaded files. Read Only members may view the document list, but upload and download controls are blocked for them.

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Share a requested document

  1. Open Settings → Your documents.
  2. Select a Document type that matches Lemma’s request.
  3. Click or drag a file into the upload area.
  4. Wait for the success confirmation.
You must select a document type before the file area becomes active. The accepted file types and maximum size are shown beneath the upload area.

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Review shared documents

The Uploaded documents section lists the document name, type, and upload date. Accounting members and owners can click on a document to download it.