Manual Entry
Add one client, policy, or investment at a time.
Admin upload desk
Upload and manage client records.
Use manual entry for small updates, bulk CSV upload for many clients, and document upload for CAS/policy files.
Backend access
Admin PIN
Use the same PIN configured in Cloudflare as `ADMIN_PIN`.
Backend sync
Cloudflare database controls
Use these after importing clients in the browser table.
Bulk Upload
Upload CSV files exported from Excel for many clients.
Documents
Attach CAS PDFs, policy files, and reports to a client email.
Option 1
Manual Entry
Option 2
Bulk CSV Upload
In Excel, use Save As CSV before upload. Full XLSX import can be added in the backend phase.
Option 3
Client Document Upload
Demo records
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