Uploading documents & CSV-files

Uploading documents & CSV-files

Document Explorer

Document explorer allows you to upload and import CSV files, whilst also utilising the ApariPro AI document reader functionality for the following PDF documents:


  1. Property management rental statements 

  2. Dividend vouchers

  3. Employment P60s

  4. Investment summary packs from Evelyn Partners


Upload Documents

To upload, read and import documents and CSV files, please follow these steps. 

  1.  Navigate to Record Keeping and select Import document

  2.  Select Upload new document and select the document from your device

  3.  If you wish to import the document straightaway then select Start import or you can return to the Document Explorer page/dashboard


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