When you upload documents with Upload & Extract, Dora reads them and proposes changes in a chat thread — one proposal at a time. Each proposal shows up as a card with Approve and Reject buttons. You decide what gets added to the client's profile, and nothing is saved until you approve it.
This replaces the old "review page" flow where everything was reviewed and approved in a single batch. Now, Dora works through your documents and you handle each set of changes individually.
Where to Find Proposals
After you click Upload & Extract from the Documents page, Kerdora opens a Dora thread automatically and you're taken straight into it. As Dora reads the documents, proposal cards appear in the chat.
You can also reopen the thread anytime:
Click Dora in the left sidebar to see all threads for the client.
Pick the extraction thread from the list.
The thread keeps a record of every proposal, what you approved, and what you rejected.
What's in a Proposal
A proposal is a batch of one or more changes Dora is suggesting. Each card includes:
A short summary — e.g., "Add Schwab Brokerage account, $245,000" or "Update Sarah's salary to $95,000"
The specific events that will be applied to the plan (e.g., create a new asset, update a household member, add an insurance policy)
A status badge — pending, approved, or rejected
Approve and Reject buttons (only while pending)
Proposals cover everything the Extractor picks up:
New household members (adults, children)
New assets — investment accounts, bank accounts, real estate
New liabilities — mortgages, loans, credit cards
New income — salary, business income, rental income
New insurance policies — life, disability, homeowners, etc.
Investment holdings inside accounts
Updates to data that already exists in the profile
Tasks and Changes Dora identified
How to Handle Each Proposal
Approve
Click Approve to apply the changes immediately. The data flows into the client's Profile sections (Accounts, Cash Flow, Insurance, Household) and into the Planning modules.
Reject
Click Reject to discard the proposal. Nothing gets saved.
There's no "approve all" or "finish extraction" button by design. Dora works through proposals so you can catch duplicates, miscategorizations, or bad data before they land in the plan.
If a Proposal Is Close But Not Right
Reject the proposal, then tell Dora what to fix in a follow-up message in the same thread. Examples:
"That was actually a Roth IRA, not a traditional IRA."
"You missed the term life policy on page 3 of the PDF."
"Sarah's income is $95,000, not $85,000 — try again."
"The Schwab account is joint, not individual."
Dora will re-read the documents with your guidance and create new proposals. You can iterate like this as many times as you need.
Viewing Approved Items Later
Approved data appears immediately in the client's profile:
Profile › Accounts — assets and liabilities
Profile › Cash Flow — income and spending
Profile › Insurance — policies
Profile › Household — adults, children, businesses, trusts
You can edit any approved field afterward like any other manually entered data. The original document also lives under Documents in the sidebar, where you can open it to see what was uploaded. On the document detail page you'll see the extracted events listed read-only — that's a record of what Dora pulled from this file, but you can't approve or reject from there. All approvals happen in the Dora thread.
Tips for a Good Review
Read each proposal before approving. A proposal might pull a single account or a whole household — the summary tells you what's about to change.
Watch for duplicates. If the client already has accounts or policies in the profile, Dora tries to match and update rather than duplicate. If you see something that looks like a duplicate, reject it and clarify in the thread.
Check member assignments. Assets, incomes, and liabilities are tied to specific household members. Make sure each item is on the right person.
Don't skip rejected proposals. A reject doesn't have to be the end — follow it up with a message telling Dora what to do differently.
Take it one card at a time. You don't need to do everything in one sitting. The thread persists — you can come back, scroll, and approve more later.
Common Questions
I used to see a single review page with "Finish Extraction" — where did it go?
That flow was retired. Dora now handles extraction proposals individually in a chat thread instead of one batch page. Open the Dora thread that was created when you clicked Upload & Extract to review and approve each proposal.
Can I re-extract from the same documents?
Yes. In the same Dora thread, ask Dora to re-read with new instructions. You can also trigger a fresh extraction by uploading the document again from the Documents page.
What if I approve something by accident?
Open the relevant Profile section and delete or edit the item directly. Approved extractions are no different from manually entered data.
Why can't I approve from the document detail page?
The document detail page is a read-only record of what Dora extracted from a file. Approve and Reject only appear in the Dora thread, where the full context of the proposal lives.