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
.txtfile, 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)Word documents (
.doc,.docx)CSV files (
.csv)Text files (
.txt)
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.
Type — A category label you can assign from 32 predefined options (more on this below).
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.
Hover over any row to reveal additional action buttons for downloading, toggling visibility, and deleting.
You can sort by clicking any column header, and filter by document type using the dropdown at the top of the list.
Assigning Document Types
Each document can be tagged with a type so you can keep things organized and filter later. Click the Type dropdown on any document row to choose from the available categories:
Banking: Bank Statement, Investment Statement, Mortgage Statement, Credit Card Statement, Loan Statement
Insurance: Life, Disability, Long-Term Care, Property, Umbrella, Auto
Estate Planning: Will, Trust, Power of Attorney, Healthcare Proxy
Income & Tax: Tax Return, Pay Stub, W-2, 1099
Planning: Meeting Notes, Financial Plan, Investment Proposal, Retirement Plan Summary
Other: Social Security Statement, Pension Statement, Business Financial Statement, Real Estate Document, Appraisal, Other
The type dropdown is searchable, so you can start typing to narrow the list.
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, type, upload date, document date, and a summary if one was generated during extraction.
For file types that can't be previewed (like Word docs), 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: assign types, rename, 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.