AI Now Files Loose Documents Into the Right Checklist Slot

Named document checklists tell a client exactly what to send — but clients don't always use the form. They email you a folder of documents, or you drop a batch onto the folio yourself, and those files used to land in an anonymous pile for you to sort by hand. This release taught FolioReady to read each loose file and match it to the document slot it belonged in — a payslip to the W-2 slot, a statement to Bank Statement. Alongside it: slots that accept a whole stack of files, and a client portal that shows nothing but your named checklist.

What's New

AI sorts loose files into the right slot — since withdrawn

When a file arrived without being uploaded against a specific slot — forwarded in by email, or added to the folio by you — FolioReady read it and bound it to the best-fitting document slot when it was confident of the match. Files the AI couldn't confidently place stayed in the folio's loose-file area.

Matching no longer runs. A loose file waits in the folio's file area until you place it, and AI reads it there regardless — an emailed document can still fill in extracted fields without ever being filed to a slot.

One click to correct a wrong match — since withdrawn

Every matched document carried an Unbind control that returned a misplaced file to the loose-file area. With matching gone there is nothing to undo; the Move control on any file now does both jobs, putting it into any document slot or back under Other Attachments.

Slots that take a whole stack

Some documents come in piles — a year of bank statements, a shoebox of receipts. A document slot can now be set to accept multiple files, so a "Deduction & Charitable Receipts" slot takes the whole stack while one-of-a-kind slots like "Photo ID" stay a single file. A required multi-file slot just needs at least one file to be satisfied. Catalog templates like the Individual Tax Organizer already use multi-file slots where it makes sense.

A client portal that's just the checklist

The client portal now shows only your named document slots — there's no catch-all "upload anything here" box for clients to dump files into. That keeps every client submission structured and predictable: each file arrives already labelled with the document it is. Loose files still have a home — they come in by email or when you add them yourself — but that inbox lives on your side of the folio, not the client's.

How to Use It

1. Build a template with Document slots, turning on Allow multiple files for the ones that take a stack (statements, receipts).
2. Collect however suits the client — the portal checklist, or by having documents emailed to the template's address.
3. When files arrive loose (emailed in, or added by you), open the folio: they wait under Other Attachments, each with an AI synopsis of what it is.
4. Use Move on a loose file to place it in the slot it answers — or leave it under Other Attachments, where AI still reads it for field extraction.

What's Improved

• Email-in and manager uploads stay first-class. Removing the client-facing dropzone didn't touch how documents get in by email or how you add files yourself — both still work exactly as before.
• Existing templates need no changes. Templates you already built keep working, and you can switch any slot to multi-file whenever you like.

Related

• Document Checklists — The full feature: named slots, multi-file, and how loose files are read and filed
• Email Ingestion — Let clients forward documents in by email
• AI Automation — Automatic field extraction from uploaded documents