Upload and edit documents

Denari supports the following document types directly:

• Excel (.xlsx)

• PDF (.pdf)

Additionally, Denari supports the following document types through a conversion to a PDF document:

• Microsoft Word (.docx)

• JPEG (.jpg or .jpeg)

• PNG (.png)

Upload documents

In order to upload documents to a project, click the "Documents" tab on the project, and then upload your documents. Note that there are three document tabs: "workpapers", "other documents", and "[Entity Name] documents".

Workpapers

The workpapers tab is for documents that you want to use as direct project support. All these will be ingested and processed by our AI to find matches for your Trial Balance values.

Other documents

Other documents are used in the support.

Entity Name - documents

Edit documents in Denari

Denari supports editing PDF and Excel documents directly in the Denari web app. To do so, open a document in Denari and then click the "Edit" button. When you are done editing the document click "Save changes".

Sharepoint

For users who want to use Excel or Microsoft Word for editing, they can do that in their browser, or through their respective desktop app using Microsoft Sharepoint. This will have to be configured with your Microsoft Teams admin. That button is on the edit document page with the Microsoft Logo, and if it's not configured by your Admin, we have a placeholder button you can see below labeled "Sharepoint (Testing Phase)"

Edit documents on your desktop

If you wish to edit documents in an application you have installed on your desktop that is not Excel or Microsoft Word you can follow these steps:

1. Download the document by clicking the download button on the document page

2. Make edits on your desktop using your application of choice (Adobe Acrobat, Excel, Word, etc.)

3. Replace the document in Denari with the new version by clicking "..." and then "Replace document"