Document Library
Classify, attach, then verify
Upload CSV or structured files to update matching fields. Policy PDFs and appraisals may be stored here; they do not auto-fill coverage lines. Proposed field changes wait on owner verification and never apply themselves. Files you upload are Customer Content. PRH stores the file and the recorded fields. It does not render a coverage opinion from the upload. Sample files are labeled Sample — not a live client file.
Document Library
Upload a file, classify it, and attach it to the portfolio or a property. Proposed field changes go to owner verification. Files you upload are Customer Content. PRH stores the file and the recorded fields. It does not render a coverage opinion from the upload. Optional AI document extraction is not part of this version.
Or drop files on this panel.
No files yet. Sample books can start from the seeded appraisal. Uploads do not auto-fill coverage lines.