How to Upload Documents for Review

In the ever-evolving landscape of digital transformation, the need for efficient document analysis tools has become paramount. Ocrolus, a cutting-edge platform, offers a seamless solution for analyzing documents such as bank statements, pay stubs, W2s, and 1040s. This article provides a step-by-step guide on how to upload and manage your documents on Ocrolus.

Uploading Documents

Accessing the "Books" Tab:

Log in to your Ocrolus account (dashboard.ocrolus.com)  and navigate to the "Books" tab, conveniently located on the homepage.

Creating a New Book:

If you don't have an existing book, you can create a new one by selecting the "New Book" option and providing it with a distinctive name. 

You will see two "Processing Type" options- Instant and Complete. 'Instant' is the AI-based machine-only processing workflow without any human review and has a very quick processing time. 'Complete' is a Human-in-the-loop based workflow that has higher accuracy.

Uploading Documents:

In the pop-up box, choose the files you want to upload. You have two options: drag and drop documents or select them from folders on your computer.

Choose Form Type

Opt for "Classify Uploads" if you want to process different document types, such as bank statements, pay stubs, W2s, and 1040s in a single request.

Alternatively, If you want to process a single form type - select the document type from the dropdown menu. Options include Bank Statements, 1040, Paystubs, W2, and other supported doc types.

Submitting Documents:

After uploading, click on "Submit." Once the submission is complete, the uploaded file will fade, and a success message will appear in the top right-hand corner.

Deleting Unwanted Documents:

If you wish to remove any unwanted documents, Select the file, and click on the "Delete Selected" option.

Document Status

Once Ocrolus starts processing the uploaded documents, you can track the status of each document on your interface:

• Processing:

  • An hourglass icon indicates that the document is being processed to capture data and verify its authenticity.

• Completed:

  • A green dot with a checkmark signifies that the document has been successfully verified. You can now review and export the captured data.

• Rejected:

  • Documents may be rejected for unsupported types or unreadable quality. While you can preview the source document and delete rejected files, renaming them is not possible.

• Canceled:

  • No charges apply for files canceled before analysis. Files canceled later in the process may incur charges, labeled as "Rejected: Customer Requested Cancellation (billable)."

Support and Assistance

If you encounter any questions or concerns during this process, the Ocrolus support team is ready to assist you. Feel free to reach out to support@ocrolus.com for prompt and helpful guidance.