Uploading Documents
There are two methods available for uploading documents:
- Upload via the organization's email
- Upload directly through the system
# 1. Upload via the Organization's Email
- Forward the client’s emailed statement to the organization’s email provided during onboarding
(e.g., digistatements@gmail.com).
# 2. Upload Directly Through the System
- Click Upload New.
- Select the document type, then click Browse to locate the document on your device.
- Click Enter Password.
After uploading the statement, a pop-up will appear:
- If the document is password-protected:
- Enter the password in the DocumentPassword field.
- Click Enter Password to proceed.
- If the document is not password-protected:
- Click inside the DocumentPassword textbox and leave the cursor blinking.
- Then click Enter Password.
⚠️ Note: If the document is not accompanied by a password, do not enter a random password as the default.
# Starting the Analysis
Once the password is entered (if applicable):
- A preview of the document will appear on the right side of the page.
- Click Start Analysis to begin the system’s data extraction process.