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. Now FolioReady reads each loose file and matches it to the document slot it belongs in — a payslip lands in the W-2 slot, a statement in Bank Statement — so your checklist fills itself in. 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

When a file arrives without being uploaded against a specific slot — forwarded in by email, or added to the folio by you — FolioReady reads it and binds it to the best-fitting document slot automatically when it's confident of the match. The checklist you built fills in on its own, without you dragging files around. Files the AI can't confidently place stay in the folio's loose-file area, ready for you to sort by hand.

One click to correct a wrong match

Auto-match is a helper, not the final word. Every matched document carries an Unbind control — one click returns a misplaced file to the loose-file area so you can put it where it belongs. Glance at where files landed before you act on a folio, and fix anything that's off without any fuss.

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, and auto-match keeps feeding a multi-file slot as more matching documents come in. 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: AI will have matched what it could to the right slots.
4. Review where each file landed. Click Unbind on anything misplaced to send it back to the loose-file area, then place it by hand.

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, and both now feed auto-match.
• Existing templates need no changes. Templates you already built keep working; their document slots gain auto-match automatically, and you can switch any slot to multi-file whenever you like.

Related

• Document Checklists — The full feature: named slots, multi-file, and AI auto-match with screenshots
• Email Ingestion — Let clients forward documents in by email for AI to file
• AI Automation — Automatic field extraction from uploaded documents