Step 1: Login
Go to Extract Website at https://pdf.canopy.cloud/login and login with your username and password
Step 2: Select Single Upload
The main dashboard will show you previous files that you have processed. If required you can also download the previously extracted Excel files and the corresponding logs etc.
If you are only uploading a single file, select the 'Single Upload' option.
Step 3: Load PDF and Excel Config File
Locate the appropriate Excel Config File from the Excel Config File Directory. Figure out the tab in the Excel Config File that matches your table the closest.
The Bank Name and Subtype are in the tab name in the Excel Config File (see screenshot below)
Finding the Bank Name
The bank name are the letters until the first underscore. For example
If the tab name is ubs_sirconfig1 then the Bank Name is ubs
If the tab name is ubs_scaconfig_spanish1 then the Bank Name is ubs
Finding the Subtype
The subtype is everything after the first underscore. For example
If the tab name is ubs_sirconfig1 then the Bank Name is sirconfig1
If the tab name is ubs_scaconfig_spanish1 then the Bank Name is scaconfig_spanish1
The Bank Name and Subtype are CASE SENSITIVE
Step 4: Parsing takes 2-3 minutes
We create a new server for the download, so the first file takes a bit longer. Pls look at the logs in case of any issues / errors and highlight it to the Canopy team
Step 5: Downloading Canopy UL 2.0
In case you want to now enter these transactions into Canopy Engine, the recommended format is Canopy UL 2.0
