Your First Extraction

Step 1: Create your account

Go to the sign-up page and create your account. You'll be asked to create or join an organization — this is how SwiftTrail keeps your documents and your clients' documents separate from everyone else's.

Step 2: Upload a document

From your dashboard, upload a PDF document — for example, a rent roll. SwiftTrail will process it and extract the requested fields automatically.

Step 3: Download your Excel report

Once processing finishes, download the structured spreadsheet. Every upload and extraction is logged in your organization's audit log, so you always have a record of what was processed, when, and by whom.

Step 4: Check the output

Automated extraction can occasionally miss or misread something. Always compare the output against the source document before using it in a business decision, sharing it with a client, or relying on it for a filing.

Next steps

• Learn how to set up your organization and invite your team.
• See which document types SwiftTrail supports today.