Uploading Statements into Visualizer
If Canopy is managing your Data Upload and Consistency checks, you can easily anonymize (optional) and upload your statements to Canopy.
Step-by-step Guide
Step 1
Click on “UPLOAD” at the top right corner.
![image2019-12-9_17-51-28.png 1237](https://files.readme.io/997ae42-image2019-12-9_17-51-28.png)
Step 2
When the Security tip pops up, click “Got it”.
![image2019-12-9_17-52-43.png 1258](https://files.readme.io/677a543-image2019-12-9_17-52-43.png)
Step 3
Click “Anonymize & Upload (PDF Only)” to start uploading statements.
![image2019-12-9_17-54-17.png 1245](https://files.readme.io/c2fd102-image2019-12-9_17-54-17.png)
Step 4
Click on “Select File(s)”.
![image2019-12-9_17-57-11.png 1240](https://files.readme.io/f7a38d0-image2019-12-9_17-57-11.png)
Step 5
Select the PDF files (multiple files can be selected by holding "Ctrl"), then click “Open”.
![image2019-12-9_17-58-16.png 1232](https://files.readme.io/e3d76d6-image2019-12-9_17-58-16.png)
Step 6
It brings you to this step which allows you to remove your personal data from the statement such as name, address and replace account numbers etc. Click on "+" to add more details. Click “Anonymize” once done.
![image2019-12-9_18-3-48.png 1236](https://files.readme.io/99106b1-image2019-12-9_18-3-48.png)
Step 7
You can see the anonymization status. Hit “Proceed”.
![image2019-12-9_18-9-55.png 1263](https://files.readme.io/18f9c17-image2019-12-9_18-9-55.png)
Step 8
Hit “Upload".
![image2019-12-9_18-13-43.png 1187](https://files.readme.io/c737313-image2019-12-9_18-13-43.png)
Step 9
Confirm that the statements are uploaded successfully. You may click “Close” to end the process.
![image2019-12-9_18-15-33.png 1249](https://files.readme.io/71ca867-image2019-12-9_18-15-33.png)
You will receive an email notification once your statements processing have been completed.
If you need any help, please let us know by using the Canopy chat window at the bottom right of your screen to ask us any questions!
Download Step-by-step Guide in PDF: How to anonymize your statements_Generic.pdf
Updated almost 3 years ago