If Canopy is managing your Data Upload and Consistency checks, you can easily anonymize (optional) and upload your statements to Canopy.

https://www.youtube.com/watch?v=QT8J9AtahvU&feature=youtu.be

Step-by-step Guide

Step 1

Click on “UPLOAD” at the top right corner.

Step 2

When the Security tip pops up, click “Got it”.

Step 3

Click “Anonymize & Upload (PDF Only)” to start uploading statements.

Step 4

Click on “Select File(s)”.

Step 5

Select the PDF files (multiple files can be selected by holding “Ctrl”), then click “Open”.