Upload & Extract helps turn supported client files into structured proposals for the client record. It reduces re-entry, but the advisor remains responsible for reviewing every proposed assumption.
Workflow
Open Documents and choose Upload & Extract.
Add supported files and optional instructions.
Wait for extraction to finish.
Review the proposed assumptions and current-record context.
Approve or reject the proposal as the current flow permits.
Verify the applied records in Profile or Planning.
The visible uploader supports PDF, common images, spreadsheets, CSV, text, and Markdown in the current product. Word documents are not supported by this extraction workflow.
The current file-size limit is 50 MB per file. The service processes up to 10 files in an extraction request, even though the general upload interface can stage more files. Large workbooks are subject to a 200,000-cell processing limit. Split oversized batches or workbooks before retrying.
Review standard
Check the person or entity, record type, owner, subtype, amount, frequency, date, account mapping, and whether an existing record would be duplicated. A clear document can still contain old or incomplete facts.
The current ordinary proposal review is a whole displayed batch approval or rejection, not a promise that every proposed row has an independent approval switch. Reject the batch and request a corrected proposal or enter the affected record manually when a material item is wrong.
Reject or correct unsupported assumptions rather than applying them because the extraction looks plausible. The document remains available even when a proposal is rejected.
After application
Open the affected source records and confirm the client file. Resolve any remaining Plan Cleanup issues and review downstream Financials, Goals, Investments, Taxes, insurance, or other analysis.
Extraction accelerates intake; it does not replace advisor validation or professional interpretation of the document.
Troubleshooting
Confirm the file type, size, workbook cell count, batch size, scan readability, and whether the source is password protected. Add instructions that identify the owner, statement period, or expected record when the document is ambiguous. Do not tell extraction to force a particular financial conclusion.
Rejecting a proposal does not delete the uploaded document. Return to Documents to keep, hide, download, or otherwise manage the source file using the current controls.