Use Documents to store, find, organize, download, and process client files. Advisors can upload files with or without extraction, manage folders and client visibility, and start extraction from documents already in the vault.

Documents is the evidence library. A stored file is not the same as an applied Profile record.

Open the client, choose Documents, and choose Upload. Attach supported files and select:

The advisor sees the extraction option. Client portal uploads follow the client's configured upload experience.

Add optional instructions when owner, period, context, or desired review is not obvious. The instruction travels with the extraction request; it does not replace the source document.

The normal uploader supports PDF, JPEG, PNG, Excel .xlsx and .xlsm, CSV, plain text, and Markdown. The service also recognizes supported JSON uploads. Word .doc and .docx files are not in the current allowlist; convert them to PDF.

Files can be up to 50 MB. Upload no more than 10 documents in one request. Large workbooks can hit cell or parsed-data limits even below the file-size maximum.

The list shows folders and documents in the current location. Available information can include the display name, original filename, upload date, document date or date range, folder path, and extracted searchable metadata.

Use search to find a file by name and by the searchable metadata Kerdora extracted, such as people, institutions, account references, form names, tax years, periods, topics, or notable amounts.

Sorting and searching change the view; they do not move or delete files.

Create folders that match the firm's document workflow. Folder templates can establish a consistent starting structure for new or selected existing clients.

You can:

Before deleting or moving a folder, confirm the selected destination and the documents contained in nested folders. A folder operation should not be used to remove a single obsolete file when the rest of the folder must remain.

Select a document to open its detail page. From there you can review its name, original filename, extracted date or date range, summary metadata, file content or preview where supported, download control, and extraction history.

Changing the display name helps search and organization; it does not alter the original uploaded file.

Use Download from the document detail page. Confirm that you are downloading the correct client file before saving or sharing it outside Kerdora. Follow your firm's approved handling process for sensitive documents.

Use the delete control from the document list and confirm. Deleting the file does not automatically reverse client data that was previously approved from an extraction. If the document produced a wrong account or income record, correct that Profile record separately.

Deletion can be difficult to reverse. Download or retain required evidence before removing the vault copy.

Advisors can hide a document from the client. Client users do not see documents marked hidden, while advisors can continue to use the file internally.

Review visibility when a file contains internal analysis, another person's information, draft material, or advisor-only context. Moving a document to a folder does not by itself guarantee the correct client visibility.

Clients can upload supported files through the portal. Their files appear in the household document vault for advisor review. Depending on the client's configured document mode, the experience can be Upload Only or AI Extract.

Treat client-uploaded files as new evidence. Confirm the date, owner, and relationship to existing records before applying extracted changes.

To process stored documents:

Kerdora starts a Dora conversation and prepares a proposal. Review the proposal card and use Approve or Reject. The document detail history is not a second approval step.

Documents preserves source evidence. Profile contains the structured client facts used by planning. Keep both when the document supports the entered record.

If a number in Financials or Goals looks wrong, fix the Profile fact or planning assumption. Renaming or moving the source document will not change the calculation.