What NOT to do while uploading a Bank/Till statement

Follow these guidelines to ensure smooth processing and accurate data extraction.

# ❌ Things to avoid

Do not upload or send password-encrypted statements without providing their passwords.
The system cannot access or process password-protected documents without the correct password.
Only submit relevant financial documents. Acceptable files include:
- Bank statements
- Paybill statements
- Till statements
- M-Pesa statements
  Do NOT upload ID documents, passport photos, tax documents, loan application forms, or other non-financial files — these are not processed for loan appraisals.

There are two ways to upload documents:

Forward the client’s emailed statement to the organization’s onboarding email (e.g., digistatements@gmail.com).

Click Upload New.
Select the bank from the dropdown and click Browse to locate the document on your device.
Click Enter Password.

After uploading, a pop-up will appear.
If the document is password-protected:
- Enter the correct password in the Document Password textbox, then click Enter Password.
If the document is NOT password-protected:
- Click inside the Document Password textbox and leave the cursor blinking, then click Enter Password.
⚠️ Do not enter a random or default password if none was provided — doing so may prevent successful processing.

Once the password step is completed, a preview of the document will appear on the right side of the page.
Review the preview, then click Start Analysis to begin data extraction.

If you received the file directly from the bank or Safaricom portal, forward it as-is (do not rename or edit).
If the client provides a password, include it clearly (e.g., in the body of the forwarded email). If the password is an ID number, prefix it with a hash # (e.g., #36712657).