Console upload

Sending notes, photos and documents from the Intake tab.

Upload

1. Open the Intake tab and choose Upload.
2. Attach a photograph of the meeting form, a PDF, a Word document, or type notes into the box. One file per intake.
3. Submit. The row appears with status queued, then extracting. The console polls until the extraction finishes and opens the review form for you.

From a phone

The console works on a phone over the practice network. Photograph the form with the camera, upload it from the Intake tab, and review it later at a desk.

What extracts well

• A flat, well-lit photograph of each page. One form per intake.
• Notes with the amounts written next to the item: "bond R 2 100 000, instalment R 21 500 pm, 4.5 years left".
• Frequencies for income and expenses when they are not monthly: "school fees R 48 000 per year, due January".

Deleting an intake

Any user with the row in scope can delete it, committed or not. The row and its source file are removed from the vault. Rows still queued or extracting cannot be deleted until they finish.