https://help.ocrolus.com/hc/en-us 2026-02-03T14:42:32Z https://help.ocrolus.com/hc/en-us/articles/360040041592-Unable-to-log-in-or-forgot-your-password 2021-12-07T18:51:49Z https://help.ocrolus.com/hc/en-us/articles/360040041992-What-browsers-are-compatible-with-Ocrolus 2022-04-08T16:28:39Z https://help.ocrolus.com/hc/en-us/articles/360040050412-How-to-Add-or-Remove-new-users-from-your-organization 2024-04-01T20:10:16Z https://help.ocrolus.com/hc/en-us/articles/360040050592-How-to-Give-Manager-Credentials 2022-06-06T18:57:50Z https://help.ocrolus.com/hc/en-us/articles/360040301032-Identifying-and-Linking-Transfer-Matches 2022-04-08T16:42:20Z https://help.ocrolus.com/hc/en-us/articles/360040305052-Identifying-and-Linking-Recurring-Transactions 2021-09-10T13:41:28Z https://help.ocrolus.com/hc/en-us/articles/360040411192-How-to-Create-Your-API-Key-and-Secret 2022-06-07T22:52:19Z https://help.ocrolus.com/hc/en-us/articles/360040442431-Downloading-the-Lender-Analytics 2022-09-28T19:33:34Z https://help.ocrolus.com/hc/en-us/articles/360040443711-I-m-new-to-Ocrolus-can-I-trial-the-platform 2022-04-08T16:14:04Z https://help.ocrolus.com/hc/en-us/articles/360040451891-What-document-types-are-supported 2022-09-16T16:14:28Z https://help.ocrolus.com/hc/en-us/articles/360040460171-Sharing-Books-with-Other-Organization-Members 2023-01-31T16:54:32Z https://help.ocrolus.com/hc/en-us/articles/360040493891-Navigating-Transactions-Summary-Tabs 2024-05-28T21:09:23Z https://help.ocrolus.com/hc/en-us/articles/360040494031-Searching-For-Filtering-Transactions 2020-07-20T17:38:43Z https://help.ocrolus.com/hc/en-us/articles/360040494271-Identifying-and-Filtering-Noteworthy-Transactions 2024-05-28T21:08:51Z https://help.ocrolus.com/hc/en-us/articles/360040723651-Highlight-Transactions-in-Source-Documents-with-Snapshot 2022-05-19T20:48:19Z https://help.ocrolus.com/hc/en-us/articles/360040723911-Adding-Comments-Explanations-for-Transactions 2022-04-08T16:49:51Z https://help.ocrolus.com/hc/en-us/articles/360040724071-Transaction-Tags-Transfer-Match-Transfer-Match-Recurring-Transactions 2020-07-23T16:24:13Z https://help.ocrolus.com/hc/en-us/articles/360040730431-Finding-Probable-Transfer-Matches 2020-07-21T21:11:54Z https://help.ocrolus.com/hc/en-us/articles/360040737791-Exporting-and-Printing-Transaction-Data 2022-04-01T15:54:39Z https://help.ocrolus.com/hc/en-us/articles/360040738411-Reviewing-Summary-Lender-Analytics 2021-09-10T13:43:49Z https://help.ocrolus.com/hc/en-us/articles/360040840251-How-to-Upload-Documents-for-Review 2023-12-06T22:57:47Z https://help.ocrolus.com/hc/en-us/articles/360041466651-How-to-Access-API-Documentation 2023-11-28T21:45:07Z https://help.ocrolus.com/hc/en-us/articles/360042294271-How-to-Enable-Two-factor-Authentication 2023-11-28T22:14:59Z https://help.ocrolus.com/hc/en-us/articles/360042521492-How-to-Decipher-Lender-Analytics-Excel-Output 2022-05-19T20:46:43Z https://help.ocrolus.com/hc/en-us/articles/360042523772-Ocrolus-Estimated-Revenue-Calculations 2022-04-08T16:34:19Z https://help.ocrolus.com/hc/en-us/articles/360042523892-How-to-Fix-a-Corrupt-PDF-File-For-Uploading 2023-11-28T21:29:30Z https://help.ocrolus.com/hc/en-us/articles/360042540952-Generating-Usage-Reports 2022-06-07T04:39:10Z https://help.ocrolus.com/hc/en-us/articles/360042958751-How-to-Make-Custom-Updates-to-Lender-Analytics 2022-04-08T16:36:43Z https://help.ocrolus.com/hc/en-us/articles/360042958991-How-to-See-Weekday-and-Weekend-Analytics 2021-09-10T13:45:32Z https://help.ocrolus.com/hc/en-us/articles/360042959071-How-to-Distinguish-Object-Levels-of-Lender-Analytics-Book-Bank-Account-and-Period 2022-04-01T15:53:49Z https://help.ocrolus.com/hc/en-us/articles/360042959171-How-to-Contact-Customer-Support 2023-11-28T21:43:19Z https://help.ocrolus.com/hc/en-us/articles/360049855232-NSF-Calculation 2020-10-26T19:03:36Z https://help.ocrolus.com/hc/en-us/articles/360051598691-Google-Drive-How-Ocrolus-Protects-PII 2022-02-11T18:06:32Z https://help.ocrolus.com/hc/en-us/articles/360051598751-Uploading-Complete-Statement-Periods-at-a-Document-Level 2021-09-10T13:46:26Z https://help.ocrolus.com/hc/en-us/articles/360051598811-What-documents-do-we-process-via-API 2022-07-18T07:32:19Z https://help.ocrolus.com/hc/en-us/articles/360056730532--How-to-Navigate-the-Dashboard-Webinar-Recording 2023-09-08T14:21:59Z https://help.ocrolus.com/hc/en-us/articles/360056730932--Get-to-know-Lender-Analytics-Webinar-Recording 2022-04-01T13:33:07Z https://help.ocrolus.com/hc/en-us/articles/360056805512-How-to-Harness-the-power-of-Customer-Success 2021-11-29T22:49:01Z https://help.ocrolus.com/hc/en-us/articles/360057030752-Spot-the-Fraud-Ocrolus-File-Tampering-Detection-in-Action 2021-03-23T07:21:28Z https://help.ocrolus.com/hc/en-us/articles/360057031192-Understanding-Suspicious-Activity 2021-09-10T13:48:49Z https://help.ocrolus.com/hc/en-us/articles/360057182491--Get-to-know-Mortgage-Analytics-Webinar-Recording 2022-03-31T02:37:56Z https://help.ocrolus.com/hc/en-us/articles/360057264751-FAQs-on-Ocrolus-APIs 2021-03-23T07:21:55Z https://help.ocrolus.com/hc/en-us/articles/360057501551-Your-Intro-to-Customer-Success-at-Ocrolus 2022-06-30T07:09:11Z https://help.ocrolus.com/hc/en-us/articles/360057540291-Intro-to-Ocrolus-Analytics-Tutorial-Video 2022-06-30T07:11:51Z https://help.ocrolus.com/hc/en-us/articles/360058166992-Password-Reset-Recommendations 2021-11-29T19:11:59Z https://help.ocrolus.com/hc/en-us/articles/360058167232-What-if-your-Password-is-too-weak 2021-03-24T11:12:57Z https://help.ocrolus.com/hc/en-us/articles/360058224292-What-is-the-difference-between-Dashboard-manual-and-API-automated-analytics 2021-11-29T22:51:36Z https://help.ocrolus.com/hc/en-us/articles/360058386792-The-Ocrolus-Plaid-Advantage-4-28 2021-04-27T21:49:09Z https://help.ocrolus.com/hc/en-us/articles/360058672671-How-to-Clear-Cache-Cookies-in-a-Browser 2023-10-17T23:26:18Z https://help.ocrolus.com/hc/en-us/articles/360058814932-How-do-the-Upload-PDF-to-Book-Upload-Mixed-Document-PDF-to-Book-endpoints-differ 2021-03-31T07:38:02Z https://help.ocrolus.com/hc/en-us/articles/360058815672-What-is-the-difference-between-Sandbox-and-Production-Organization 2021-09-10T13:50:36Z https://help.ocrolus.com/hc/en-us/articles/360058816172-Ocrolus-Plaid-How-it-works-Overview 2021-09-10T13:50:55Z https://help.ocrolus.com/hc/en-us/articles/360058816272-What-type-of-Plaid-data-does-Ocrolus-ingest 2021-03-31T07:37:04Z https://help.ocrolus.com/hc/en-us/articles/360058816372-Uploading-Plaid-JSON-to-Book 2021-09-10T13:52:06Z https://help.ocrolus.com/hc/en-us/articles/360058816392-Importing-Plaid-Asset-Report-into-Book 2021-09-10T13:52:27Z https://help.ocrolus.com/hc/en-us/articles/360059185871-FAQs-on-Ocrolus-APIs 2021-03-31T07:38:02Z https://help.ocrolus.com/hc/en-us/articles/360059233031-How-to-switch-from-Sandbox-Organization-to-Production-Organization-process 2021-03-31T07:38:02Z https://help.ocrolus.com/hc/en-us/articles/360059233711-How-does-Ocrolus-ingest-Plaid-data 2021-03-31T07:37:04Z https://help.ocrolus.com/hc/en-us/articles/360059233851-Plaid-and-PDF-Bank-Statement-Flow 2021-03-31T07:39:19Z https://help.ocrolus.com/hc/en-us/articles/360060859411-Ocrolus-Insights-Analytics-to-Drive-Better-Lending-Decisions-5-19 2021-09-10T13:52:56Z https://help.ocrolus.com/hc/en-us/articles/360061048172-Your-Intro-to-the-Ocrolus-Free-Trial 2021-06-01T06:43:38Z https://help.ocrolus.com/hc/en-us/articles/4401746714644-Ocrolus-Insights-Analytics-To-Drive-Better-Lending-Decisions 2022-03-23T15:05:11Z https://help.ocrolus.com/hc/en-us/articles/4404301742996-Processing-Tax-returns-1040s-with-Ocrolus 2021-09-17T06:57:57Z https://help.ocrolus.com/hc/en-us/articles/4404301744148-Accelerate-Income-and-Employment-Verifications-with-Ocrolus 2021-09-17T06:57:48Z https://help.ocrolus.com/hc/en-us/articles/4404305246996-Process-W2s-with-Ocrolus 2021-09-17T06:58:11Z https://help.ocrolus.com/hc/en-us/articles/4404305247892-Income-Verification-with-Paystub-Capture 2021-09-17T06:59:05Z https://help.ocrolus.com/hc/en-us/articles/4404651367444-A-Guide-to-Our-Consumer-Analytics 2021-08-04T07:09:35Z https://help.ocrolus.com/hc/en-us/articles/4404651434644-A-Guide-to-Our-Small-Business-Analytics 2021-09-10T13:55:02Z https://help.ocrolus.com/hc/en-us/articles/4405454862100-What-is-Mortgage-Automation 2021-09-10T13:55:41Z https://help.ocrolus.com/hc/en-us/articles/4407777432724-Ocrolus-Webinar-Introduction-to-the-Ocrolus-Dashboard-Enhancements-10-21 2021-09-30T13:35:32Z https://help.ocrolus.com/hc/en-us/articles/4409698342548-How-to-manually-Include-or-Exclude-from-Revenue-for-a-book 2023-04-20T15:30:00Z https://help.ocrolus.com/hc/en-us/articles/4411267505044-Ocrolus-Webinar-Benefits-of-Integrating-to-Ocrolus-APIs-12-14 2021-12-16T13:51:35Z https://help.ocrolus.com/hc/en-us/articles/6398401088916-How-do-I-know-if-a-loan-is-being-processed-by-Ocrolus 2022-05-19T16:53:54Z https://help.ocrolus.com/hc/en-us/articles/6398813259540-How-can-we-improve-the-efficiency-of-our-Ocrolus-Encompass-integration 2022-05-19T16:55:28Z https://help.ocrolus.com/hc/en-us/articles/6398909590548-Can-I-move-documents-manually-after-Ocrolus-has-processed-them 2022-05-19T16:56:48Z https://help.ocrolus.com/hc/en-us/articles/6398979385748-What-if-an-attachment-we-would-like-to-be-processed-is-not-getting-picked-up-by-Ocrolus 2022-05-19T16:59:45Z https://help.ocrolus.com/hc/en-us/articles/7091014304916-What-types-of-documents-can-Ocrolus-process-through-Encompass 2022-06-16T19:38:17Z https://help.ocrolus.com/hc/en-us/articles/7091345324180-How-does-Ocrolus-pick-up-loans-from-Encompass 2022-06-16T19:49:46Z https://help.ocrolus.com/hc/en-us/articles/8154963220244-A-Guide-on-Detect 2023-02-07T19:07:03Z https://help.ocrolus.com/hc/en-us/articles/8155007785492-How-to-navigate-Detect 2022-12-21T13:59:36Z https://help.ocrolus.com/hc/en-us/articles/8155445483284-Detect-Signals-Categories 2022-12-21T16:04:29Z https://help.ocrolus.com/hc/en-us/articles/8155604685332-How-to-interpret-File-Origin-signals 2023-02-20T21:13:18Z https://help.ocrolus.com/hc/en-us/articles/8155701740308-How-to-Interpret-File-Tampering-signals 2023-02-20T21:17:52Z https://help.ocrolus.com/hc/en-us/articles/8155763471380-Visualization-Presentation 2023-02-07T17:08:32Z https://help.ocrolus.com/hc/en-us/articles/8155818289556-Visualization-Names-and-Meanings 2023-03-24T20:44:19Z https://help.ocrolus.com/hc/en-us/articles/8155847646100-Tamper-Overview 2023-09-25T15:25:20Z https://help.ocrolus.com/hc/en-us/articles/8155905003924-Recovered-document 2023-12-11T16:43:35Z https://help.ocrolus.com/hc/en-us/articles/8155947310868-Tampered-fonts 2022-12-21T16:03:04Z https://help.ocrolus.com/hc/en-us/articles/8156034962580-Added-fonts 2022-12-21T16:03:09Z https://help.ocrolus.com/hc/en-us/articles/8156039588372-Overwritten-text 2022-12-21T15:59:49Z https://help.ocrolus.com/hc/en-us/articles/8351947995412-Where-Can-I-Find-the-Book-IDs 2024-02-02T19:29:19Z https://help.ocrolus.com/hc/en-us/articles/8449154262932-Detect-API-Documentation 2022-12-21T16:00:07Z https://help.ocrolus.com/hc/en-us/articles/8449381717396-What-is-Detect 2022-09-15T13:31:24Z https://help.ocrolus.com/hc/en-us/articles/8511617345428-How-to-generate-the-Income-Worksheet 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8511628423572-Uploading-new-Bank-Statements 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8511656119572-Inspecting-the-excel-output 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8512508681236-Standard-Expense-Factor-Calculation 2024-02-07T20:32:08Z https://help.ocrolus.com/hc/en-us/articles/8512509871764-CPA-Licensed-Tax-Preparer-Expense-Factor-Calculation 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8512511597588-Qualifying-Income 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8512559189012-Profit-Loss-Expense-Factor-Calculation 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8657355985172-What-is-the-Bank-Statement-Income-Calculator 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8661031323796-Borrower-Transaction-Details 2024-06-14T21:58:35Z https://help.ocrolus.com/hc/en-us/articles/8661154178964-Deposits 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8661250143380-Large-Deposits 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8661290731540-NSF-Transactions 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8661349181588-Statement-Overview 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8661369850260-Borrower-Loan-Information 2022-08-18T16:48:44Z https://help.ocrolus.com/hc/en-us/articles/8661800667668-Transactions-Page 2023-05-17T15:05:12Z https://help.ocrolus.com/hc/en-us/articles/8668489595284-Detect-Email-Notifications 2023-01-26T17:05:46Z https://help.ocrolus.com/hc/en-us/articles/10230466890260-Email-Notifications-for-Suspicious-Activity-Alerts 2022-10-20T15:17:18Z https://help.ocrolus.com/hc/en-us/articles/11568865098644-Misaligned-Text 2022-12-21T15:58:15Z https://help.ocrolus.com/hc/en-us/articles/11569926778772-False-Positives 2023-05-10T17:37:09Z https://help.ocrolus.com/hc/en-us/articles/11579167495444-How-to-view-Detect-Signals-on-the-Ocrolus-Dashboard-12-15 2022-12-20T18:18:27Z https://help.ocrolus.com/hc/en-us/articles/13805836982292-You-re-Invited-Come-Join-our-Weekly-Ocrolus-Webinars 2024-10-14T15:03:10Z https://help.ocrolus.com/hc/en-us/articles/13917498189972-How-to-Navigate-the-Ocrolus-Bank-Statement-Income-Calculator 2023-03-14T15:46:47Z https://help.ocrolus.com/hc/en-us/articles/14244187831316-Ocrolus-Dashboard-Detect 2024-06-06T15:35:17Z https://help.ocrolus.com/hc/en-us/articles/14992040193940-What-is-an-image-based-PDF 2023-06-20T20:47:50Z https://help.ocrolus.com/hc/en-us/articles/16285297272852-Navigating-the-Accounts-page 2024-06-27T15:56:46Z https://help.ocrolus.com/hc/en-us/articles/16287409263508-Accessing-Cash-Flow-Analytics-in-the-Dashboard 2024-06-27T15:55:52Z https://help.ocrolus.com/hc/en-us/articles/16506178016148-Navigating-the-Transactions-page 2024-06-27T15:57:30Z https://help.ocrolus.com/hc/en-us/articles/16506229472020-How-to-Search-filter-and-sort-transactions 2024-06-27T15:59:56Z https://help.ocrolus.com/hc/en-us/articles/16506353956116-How-to-View-transaction-Details 2024-06-27T15:58:09Z https://help.ocrolus.com/hc/en-us/articles/16506440607892-How-to-update-transaction-details 2024-06-27T15:58:56Z https://help.ocrolus.com/hc/en-us/articles/16506725775636-Cash-Flow-Analytics-Dashboard-walkthrough 2023-06-13T23:53:11Z https://help.ocrolus.com/hc/en-us/articles/16506953787668-Cash-Flow-Analytics-Frequently-Asked-Questions-FAQs 2024-06-27T16:01:47Z https://help.ocrolus.com/hc/en-us/articles/16700533733140-Exporting-Lender-Analytics-output 2024-06-27T16:00:58Z https://help.ocrolus.com/hc/en-us/articles/19403323300756-How-to-Upgrade-from-Instant-to-Complete 2023-12-20T17:23:20Z https://help.ocrolus.com/hc/en-us/articles/19405464241300-Instant-Overview 2023-09-21T20:04:34Z https://help.ocrolus.com/hc/en-us/articles/19405836654228-How-to-create-an-Instant-book 2023-09-21T20:04:34Z https://help.ocrolus.com/hc/en-us/articles/19406121627924-Navigating-Instant-Dashboard 2023-09-21T20:04:34Z https://help.ocrolus.com/hc/en-us/articles/19534026175380-Brex-Statement-Configuration 2023-09-26T19:17:49Z https://help.ocrolus.com/hc/en-us/articles/19815226089748-How-to-Disable-Browser-Extensions 2023-10-06T17:52:09Z https://help.ocrolus.com/hc/en-us/articles/22368522605332-Customized-transaction-tagging 2024-06-27T14:28:00Z https://help.ocrolus.com/hc/en-us/sections/360007543251-FAQ 2024-10-22T20:44:57Z https://help.ocrolus.com/hc/en-us/sections/360007997652-Financial-Analysis 2024-06-11T15:42:15Z https://help.ocrolus.com/hc/en-us/sections/360008097272-API 2023-11-28T21:45:07Z https://help.ocrolus.com/hc/en-us/sections/360008101091-My-Organization-Settings 2024-04-01T20:10:16Z https://help.ocrolus.com/hc/en-us/sections/360008202371-Document-Management 2024-06-14T15:39:59Z https://help.ocrolus.com/hc/en-us/sections/360008432592-Lender-Analytics 2023-04-20T15:30:00Z https://help.ocrolus.com/hc/en-us/sections/360012242912-Video-Library 2023-06-13T23:53:11Z https://help.ocrolus.com/hc/en-us/sections/360012307972-Ocrolus-Training-Webinars 2024-06-14T17:24:38Z https://help.ocrolus.com/hc/en-us/sections/360012352311-Guides 2024-06-10T16:05:05Z https://help.ocrolus.com/hc/en-us/sections/360013013951-Plaid-Integration 2022-08-23T13:52:08Z https://help.ocrolus.com/hc/en-us/sections/6398344820884-Encompass-Integration 2023-10-31T13:21:28Z https://help.ocrolus.com/hc/en-us/sections/8511508640020-Bank-Statement-Income-Calculator 2024-06-14T21:58:35Z https://help.ocrolus.com/hc/en-us/sections/8770809284244-Detect 2024-06-06T15:35:17Z https://help.ocrolus.com/hc/en-us/sections/13805655719572-Ocrolus-Weekly-Product-Webinars 2024-10-14T15:03:10Z https://help.ocrolus.com/hc/en-us/sections/16285253905684-Cash-Flow-Analytics 2024-06-27T16:01:47Z https://help.ocrolus.com/hc/en-us/sections/19403124919188-Instant 2023-12-20T17:23:20Z https://help.ocrolus.com/hc/en-us/categories/360002450591-General 2024-11-20T12:58:49Z