Upload & Edit Documents

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Supported document types

Denari supports the following document types directly:

• Excel (.xlsx, .xls)
• PDF (.pdf)

Additionally, Denari supports the following through automatic conversion to PDF:

• Microsoft Word (.docx)
• JPEG (.jpg or .jpeg)
• PNG (.png)
• HEIC (.heic)

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Upload documents

To upload documents to a project, click the Documents tab and upload your files. There are three document tabs:

• Workpapers — Documents used as direct project support. These are ingested and processed by AI to find matches for your trial balance values.
• Other documents — Supporting documents not used for trial balance reconciliation.
• [Entity Name] documents — Entity-level documents accessible from every project tied to that entity.

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Edit documents in Denari

Denari supports editing PDF and Excel documents directly in the web app. Open a document and click the Edit button. When done, click Save changes.

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PDF editing

PDF editing includes the following annotation tools:

• Highlighter — Yellow highlight
• Ink/Drawing — Red freehand drawing
• Text — Red text boxes
• Line — Red straight lines
• Rectangle — Light green rectangles
• Undo/Redo — Step backward or forward through edits

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Excel editing

Excel editing includes a toolbar with formatting, formulas, and features like pivot tables.

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Edit with SharePoint

For users who prefer Excel or Microsoft Word, documents can be edited through Microsoft SharePoint:

1. Click the SharePoint link on the document page to open the file in the web app
2. For desktop editing, click Editing > Open in Desktop in the Excel/Word web app
3. When finished, click SharePoint > Sync from Microsoft to apply changes back to Denari

SharePoint must be configured with your Microsoft Teams admin.

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Edit on your desktop

If you prefer to use a desktop application that isn’t Excel or Word:

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Document approvals

On the documents tab, right-click any document to approve or unapprove it. Any user assigned to the project can approve or unapprove:

• Preparers get a blue initials badge
• Reviewers get a green initials badge

You can also click the Approve or Unapprove button on the document view page.

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Versioning and restore

If you save over a PDF and want to revert, click the history button from the actions menu to view and restore previous file versions.

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Move documents between tabs

Documents can be moved between the workpapers and other documents tabs. Open a document, click …, click Edit document settings, and change the Document type field.