The Extractor accepts PDFs, Excel files (.xlsx and .xlsm), CSV files, images (JPEG and PNG), and plain text or markdown (.txt and .md). You can also paste text directly into the upload area — chat transcripts, notes, or anything else you copy in — and it gets attached as a document automatically.
You can upload up to 15 files at a time, with a maximum size of 50 MB per file.
Word documents (.doc and .docx) are not supported. If you have content in Word, save it as a PDF first or paste the text directly into the upload area.
Supported File Types
Type | Formats | Common Examples |
PDFs | Brokerage statements, insurance declarations pages, tax returns, estate documents | |
Excel | .xlsx, .xlsm | Holdings sheets, account exports, balance summaries |
CSV | .csv | Exports from other planning tools (RightCapital, eMoney, MoneyGuidePro), custodian downloads |
Images | .jpeg, .png | Screenshots of online statements, photos of paper documents |
Plain text | .txt, .md | Notes, transcripts, anything text-based |
Pasted text | No file needed | Chat transcripts, call notes, email threads pasted directly into the upload area |
How to Upload
Go to Clients, open a client, then click Documents in the left sidebar. Click the Upload button at the top of the page — the upload modal opens. From there:
Drag and drop files into the drop zone
Click to browse
Paste an image directly from your clipboard
Paste text directly into the same area (it gets attached as a document automatically)
To run AI extraction, click Upload & Extract. To store files without extracting, click Upload.
Tips for File Quality
Cleaner files extract better. A well-formatted PDF will extract more accurately than a blurry photo of a printed page.
Spreadsheets are great for bulk data. If holdings or balances are already in Excel or CSV, the Extractor picks them up quickly.
Screenshots are fine when that's what you have. Dora reads text from images, so a screenshot of an account summary works.
Combine file types in one batch. PDFs, spreadsheets, images, and pasted notes can all go in the same upload — Dora processes them together and cross-references them.
Switching from another planning tool? Export client data as a CSV from your current platform and upload it. Dora will pull out accounts, balances, and holdings it recognizes.
What If My File Type Isn't Listed?
Word documents — Save as a PDF or copy the text into the upload area.
Spreadsheets in a different format — Export as .xlsx or .csv.
Anything else — Copy the relevant content and paste it directly into the upload area. Dora handles pasted text just as well as uploaded files.
What to Do If Extraction Doesn't Work
If Dora doesn't pull data correctly, or it looks like nothing was extracted:
Check file quality. Scanned PDFs and low-resolution images can trip up extraction. If the text isn't selectable in a PDF (try highlighting it), Dora is relying on image recognition, which is less accurate.
Try a different format. If a PDF isn't extracting well, export the source as CSV or paste the key data into the upload area instead.
Review the proposals. Sometimes data was extracted but landed in a different category than expected — scroll through the proposals in the Dora thread before assuming nothing came through.
Reject and re-prompt. If a proposal is wrong, reject it and tell Dora what to fix (e.g., "This is an Ameriprise statement, not a Schwab statement"). It'll re-read with your context.
Break up large documents. A single huge PDF with many sections can be harder to extract than a few focused documents. Try splitting it.
If you've tried the above and it still isn't working, message support through the chat widget. Include the file type, what you expected, and what actually happened.