Uploading and Updating Documents in the Dossier

Uploading Documents

1. Navigate to the People Tab
   • From the main dashboard, click on the People tab.
   • Select the Prospect or Client for whom you want to upload or update documents.
2. Upload Files
   • Within the documents tab, click the purple "Browse files" button.
   • Select the files from your device that you wish to upload.
   • Once uploaded, documents will appear with a yellow “Processing” status.
3. Check Upload Status
   • Documents will automatically update to a green “Complete” status once processed.

Reviewing Updates in the Dossier

1. Automatic Updates to the Dossier
   • Go to the Dossier tab for the selected individual.
   • The Dossier will begin updating automatically based on the uploaded documents.
     Note: This may take a few moments.
2. Review Changes
   You’ll be prompted to review any updates detected during the document processing phase. Each field will be color-coded to indicate the type of update:
   • Red: There is a conflict. This means that there are multiple values for this field given by different data sources. Choose the best one.
     • Click the drop-down to choose the correct value from the options.
   • Green: New information was added to the Dossier.
     • If you'd like to edit the information further, you can type into the
       editable text box for the field.
   • Exclude a Field
     • To exclude a value from being included in the Dossier, toggle the purple button to the right of the field.
3. Source Colors Indicate Confidence
   • The source(s) of the information are shown next to each field:
     
     • Green: High Confidence
     • Yellow: Medium Confidence
     • Red: Low Confidence (Default toggled off)
4. Save Changes
   • Once all updates have been reviewed and confirmed, click the green “Save Changes” button at the bottom of the page to finalize.

Your Dossier is now up to date. For further assistance, feel free to reach out to our support team.