The Documents tab is where all uploaded files for a client live. You'll find it in the left sidebar under Documents when you're inside any client file. This is the central place to upload, organize, preview, and manage every document tied to a client.
Uploading Documents
There are a few ways to get files into the Documents tab:
Drag and drop files directly onto the upload area at the top of the page.
Click the upload area to open a file picker and select files from your computer.
Paste an image from your clipboard. Kerdora will automatically create a file with a timestamped name.
Type or paste text into the text input field. Kerdora saves it as a text document, which is handy for pasting notes from a client email or chat.
You can upload up to 15 files at a time.
Supported File Types
PDF (
.pdf)Images (
.jpg,.jpeg,.png)Excel files (
.xlsx,.xlsm)CSV files (
.csv)Text files (
.txt)Markdown files (
.md)
Word documents aren't supported. If you have a .docx, save or print it as a PDF first.
Upload Only vs. Upload & Extract
When you add files, you'll see two buttons:
Upload stores the files without doing anything else. Use this when you just want to keep documents on file.
Upload & Extract stores the files and sends them to the Extractor, which uses AI to pull data into the client's profile. If you want to learn more about extraction, check out the Extractor article separately.
You can also add optional instructions in the text field before uploading to give context about what the documents contain.
The Document List
Once documents are uploaded, they appear in a table with the following columns:
Name — The document's display name (editable). Click it to open the document detail view.
Uploaded — When the file was uploaded, shown in a relative format (e.g., "Today" or "Mon, Mar 2").
Doc Date — The document's date or date range, if available.
You can sort by clicking any column header. Hover over any row to reveal action buttons for downloading, toggling client visibility, and deleting.
Searching Documents
Use the Search documents box above the list to find a file by name. Search looks across every folder at once, and each result shows the folder it lives in, so you don't have to remember where something was filed.
Organizing with Folders
You can group a client's documents into folders, just like on your computer. Folders are optional. Any document that isn't in a folder simply sits unfiled at the top level of the list.
Creating a Folder
Click New folder, give it a name, and it appears in the list. Folders can be nested, so you can create a folder inside another folder (for example, a "Tax Returns" folder with a subfolder for each year). Click a folder to open it, and use the expand and collapse arrows to navigate the folder tree.
Moving Documents into a Folder
Select one or more documents using the checkboxes on the left, then click Move. A folder picker opens where you choose the destination. Pick Unfiled to pull documents back out of any folder, or choose any folder or subfolder to file them away.
Renaming and Moving Folders
A folder can be renamed at any time, and you can move a folder (along with everything inside it) into a different folder. The documents inside come along with it.
Deleting a Folder
When you delete a folder that still has documents or subfolders in it, Kerdora asks how you want to handle the contents:
Move contents — Keeps the documents and subfolders and deletes only the folder itself. You choose where the contents go (the top level or another folder). The button reads Move and Delete Folder.
Delete all contents — Deletes the folder and everything inside it. This cannot be undone. The button reads Delete All.
If a folder is already empty, it's deleted right away.
Want the same folder structure on every client without building it by hand each time? Set up a Document Folder Template in the Templates area. A default template seeds its folders into each new client automatically, and you can apply a template to existing clients on demand.
Viewing Document Details
Click a document's name to open its detail page. You'll see:
A preview on the left side (PDFs render inline, images display directly, CSVs show as a table, and text files display their content).
A sidebar on the right with the document's metadata: name, upload date, document date, and a summary if one was generated during extraction.
For file types that can't be previewed (like Excel files), you'll see a download button instead.
Downloading Documents
Hover over a document row in the list and click the download arrow that appears. You can also download from the document detail page.
Deleting Documents
Hover over a document row and click the trash icon. You'll be asked to confirm before anything is deleted. This is permanent.
Hiding Documents from Clients
If a client has portal access, they can see the Documents tab and view any files you've uploaded. But you can hide specific documents from their view.
Hover over a document row and click the eye icon to toggle visibility:
Eye icon = the document is visible to the client.
Eye with a slash = the document is hidden from the client.
Hidden documents appear at reduced opacity in your view so you can tell at a glance which ones clients can't see.
Client-Uploaded Documents
If a client has been invited to the portal, they can upload documents from their side (statements, tax returns, or anything else you've asked them to provide). Those files show up in the same Documents tab alongside everything you've uploaded.
You manage client-uploaded documents the same way: rename, move into folders, download, hide, or delete.
Extracting from Existing Documents
If you uploaded documents without extracting and want to pull data from them later, you don't need to re-upload. Select one or more documents using the checkboxes on the left side of the list, then click Start Extraction. You'll have the option to add instructions before kicking off the extraction.
The Documents tab is for managing files. The Extractor is what pulls data out of those files and into the client's profile. You can use one without the other, or both together.