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Click on “UPLOAD” at the top right corner.
Step 2
When the Security tip pops up, click “Got it”.
Step 3
Click “Anonymize & Upload (PDF Only)” to start uploading statements.
Step 4
Click on “Select File(s)”.
Step 5
Select the PDF files you want to upload from your computer(multiple files can be selected by holding "Ctrl"), then click “Open”.
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.
Step 7
You can see the anonymization status. Hit “Proceed”.
Step 8
Hit “Upload".
Step 9
Your statement upload to Canopy is completedConfirm that the statements are uploaded successfully. You can may click “Close” to end the process.
You will receive an email notification once your statements processing have been completed.
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