Load Process

Loading Evidence into Valid8 is a multi step process:

For Brokerage and Transaction Listings first set up the Accounts, then click the Statement Files tile to start the Load process:

Select Type (what type of evidence are you loading)
Select Files (up to 100 at a time)
Assign Account (Optional step, when you know the account the files are for)
- You need to have set up the Accounts first before getting to this step if you want to assign an Account.
- For Brokerage Statements, this is a required step.

For further details, follow the links below:

Extraction Process - shows what information is extracted from the evidence files
Best Practices - details out the recommendations for loading files
FAQs - frequently asked questions on each type