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Files Supported by Upload & Extract

Written by Taylor Stewart

The Documents uploader accepts the file types listed below. The same file can be stored without extraction or used with Upload & Extract when the advisor extraction control is available.

Supported upload formats

The current upload service accepts:

  • PDF — .pdf;

  • JPEG images — .jpg or .jpeg;

  • PNG images — .png;

  • Excel workbooks — .xlsx and macro-enabled .xlsm;

  • CSV — .csv;

  • plain text — .txt;

  • Markdown text — .md; and

  • JSON when submitted with the supported JSON content type.

The visible file picker lists PDF, JPEG, PNG, Excel, CSV, plain text, and Markdown. If a format is not shown by the picker, convert it to one of those normal user-facing formats rather than relying on a browser workaround.

Legacy Word formats such as .doc or .docx are not in the current upload allowlist. Convert the document to PDF before uploading. Older Help Center instructions that listed Word documents no longer describe the current uploader.

Size and batch limits

Each file can be up to 50 MB at the upload service. The upload area can stage multiple attachments, but the service accepts no more than 10 documents in one upload request. Upload larger sets in smaller groups.

Very large Excel files can also exceed parsing limits even when the file itself uploads. Workbooks are subject to a 200,000-cell parse limit and a parsed-data size limit. Remove irrelevant sheets, unused rows, or exported formatting when a workbook is unusually large.

Password-protected PDFs

Kerdora detects protected PDFs and can ask for a password during upload. Provide the correct password for that file. If the document cannot be decrypted, create an unlocked copy through the document issuer or your approved PDF workflow.

Do not put a document password in general extraction instructions or a client note.

Choose the best format

  • Use the original PDF statement when it contains selectable text and clear tables.

  • Use a high-resolution PNG or JPEG for a single screenshot or photographed page.

  • Use .xlsx for a structured workbook when cell data matters.

  • Use CSV for a simple table with one clear header row.

  • Use text or Markdown for pasted meeting context or structured written information.

PDF is usually better than a collection of screenshots for a multi-page statement because it preserves page order and context.

File-quality guidelines

For better extraction:

  1. keep the page upright and fully visible;

  2. avoid glare, blur, and cropped columns;

  3. include the page containing the owner, institution, and statement date;

  4. keep table headers with the corresponding rows;

  5. remove blank or unrelated pages when practical; and

  6. identify the client, owner, and period in the instructions when the file is ambiguous.

For Excel or CSV, use consistent column headers and avoid combining unrelated tables on the same sheet.

If the format is unsupported

Convert the source to PDF, a supported image, Excel, CSV, or plain text without changing the financial content. After conversion, compare the output with the original before uploading.

Do not change a file extension alone. Renaming .docx to .pdf does not convert the document and can cause upload or parsing failure.

If upload works but extraction does not

An accepted upload can still be difficult to parse. Try:

  • a clearer source copy;

  • an unlocked PDF;

  • a smaller workbook or CSV;

  • fewer documents in the extraction;

  • instructions that identify the owner, year, and desired records; or

  • manual entry for the missing information.

Keep the uploaded document when it is useful evidence even if you enter the data manually.

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