{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-Guides/guides-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["img","admonition"]},"type":"markdown"},"seo":{"title":"Insights UI Guide","siteUrl":"https://docs.moneythumb.com","description":"Learn how to run applications and convert financial documents using Insights UI.","keywords":["Financial Document Conversion using Insights UI","AI Web Search using Insights"]},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"insights-ui-guide","__idx":0},"children":["Insights UI Guide"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Welcome to MoneyThumb! Thank you for choosing us to be the solution to your financial document conversion needs. This guide walks you through on how to use the ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://insights.moneythumb.com/"},"children":["Insights UI"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"getting-started","__idx":1},"children":["Getting Started"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To log into the Insights UI:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the link in your Welcome email. It should be one of the following."]}]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://online.moneythumb.com/pdfinsightstp"},"children":["https://online.moneythumb.com/pdfinsightstp"]}," — PDF Insights with Thumbprint."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://online.moneythumb.com/pdfinsightstp"},"children":["https://insights.moneythumb.com/pdfinsights"]}," — PDF Insights."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://insights.moneythumb.com/thumbprint"},"children":["https://insights.moneythumb.com/thumbprint"]}," — Thumbprint standalone."]}]}]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":2},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Type in username and password."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/moneythumb-login.71de9cd3d60d6583c69835bf40b7231d92af77170baebb30ebffddaa4645edbf.9c1bb791.png","alt":"The login dialog to enter your username and password to access Insights UI.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":3},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Login"]},"."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"insights-ui-home-page","__idx":2},"children":["Insights UI Home Page"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Once you log in, the Home page appears."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/ui-homepage.2a44d02bd3eb52dbd961431c142e45142f07c47f5d31b9192cc1e07fa110c660.9c1bb791.png","alt":"The Home page for Insights UI","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This page has the following:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Conversions remaining"]},": Shows how many conversions you have remaining. If you need more, contact your Admin."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["User email"]},": Shows your current account email. Hover over your email to access the drop-down menu to log off or contact ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://www.moneythumb.com/support-request/"},"children":["MoneyThumb Support"]},"."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Latest Updates"]},": Click this button to see our ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://docs.moneythumb.com/release-notes"},"children":["Release Notes"]},"."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["New Application"]},": Click this button to run an application."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Previous Applications"]},": This section shows the applications you've already run."]}]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"running-your-first-application","__idx":3},"children":["Running Your First Application"]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"warning","name":""},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/moneythumb-thumbprint-swirl-with-m-png.1dfab03f69cfc28c5826703405669e78d1e08ab722b24ef18851778de8df31af.9c1bb791.png","width":"24","style":{"verticalAlign":"middle","marginRight":"12px","display":"inline-block"}},"children":[]},{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Note for Admins"]},": Make you sure set up the settings for your underwriters so they can run applications successfully. For details, see Underwriter Settings section of the ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/guides/admin-settings-guide"},"children":["Admin Settings Guide"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To run your first application:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["New Application"]}," button."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Name the application. See example."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/naming-application.a8c2b4242fa7564ba6fa4b9b98c0de541e6ba0d7fe1e9e12c3ffdcfca3b5e5a9.9c1bb791.png","alt":"An example of naming a new application in the App Number Field in the New Application Dialog.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":3},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Start"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The Application screen now appears."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/application-screen.a9e354324531f25b3859c3b06dccb08c0ee83820370514ae94b4ce486d0323f4.9c1bb791.png","alt":"The application interface with file upload options to convert documents.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":4},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a document type. For details, see ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"#selecting-document-type"},"children":["Selecting Document Type"]},"."]}]},{"$$mdtype":"Tag","name":"blockquote","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["💡 ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Tip:"]}," If it's your first time running an application, leave the document type as ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Auto Detect"]},"."]}]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":5},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Upload the file(s) you want to run. You can either do this by clicking ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Select Documents"]}," or by dragging and dropping them into the Convert Documents section."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/uploading-a-file.02bdd308bc1a1ec6128f4a8de32f15ea6d8af462079f49eb5db57ed00779691a.9c1bb791.png","alt":"Uploading a file in the Document section.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Once the file converts, the results appear in the Statement section."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/statement-result.c2ea6d67f4c69daac1aca9bb3ca735640c6ba53a1bd51d351e6b85ec9ab2c65b.9c1bb791.png","alt":"Converted file results in the Statement section.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"viewing-files-in-the-statement-section","__idx":4},"children":["Viewing Files in the Statement Section"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["In the Statement section, you can see a high-level view of a statement in a document. If you click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Show Standard Layout"]},", you can view whether the statement reconciled and whether there's a fraud score. Here's an example."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/statement-result-reconcile-fraud-score.65021cc3b36f6bba259c89d5f0d1bc3d0f0efa6d46a2ae3fd856fb3cf01acfe2.9c1bb791.png","alt":"Statements in a document that are reconciled and have no fraud score.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To review the details of a statement, click the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Review Statement"]}," button. For more information, check out the ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/guides/review-statement-guide"},"children":["Review Statement Guide"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"viewing-the-moneythumb-scorecard","__idx":5},"children":["Viewing the MoneyThumb Scorecard"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["MoneyThumb has an underwriting scorecard that gives details and metrics for an application's financial data. To see the scorecard, click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["View Scorecard"]},"."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/view-scorecard-button.4a0a1cd4c74e2f72530d65fed110d057260879ecffebab26481dae33ea429bcd.9c1bb791.png","alt":"View Scorecard button on the upper-right side of the application screen.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Then, the Scorecard appears. Here's an example."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/snippet-of-scorecard.b28b8432e3c4865792049400eadadd1b00b9a00ae46a357e4d9c09286370f229.9c1bb791.png","alt":"A sample of MoneyThumb Scorecard sections.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To go back to reviewing all statement, click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Review All"]},"."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/review-all-button.819977b730e92fe48b50daf81a6740937830fec0d3ceaa67bcffb0ed3f0fc963.9c1bb791.png","alt":"This button takes you back to review all statements.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["For details about what Scorecard section means, see ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/api/pdf-insights/scorecard"},"children":["Scorecard Reference"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"ai-web-search","__idx":6},"children":["AI Web Search"]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info","name":""},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/moneythumb-thumbprint-swirl-with-m-png.1dfab03f69cfc28c5826703405669e78d1e08ab722b24ef18851778de8df31af.9c1bb791.png","width":"24","style":{"verticalAlign":"middle","marginRight":"12px","display":"inline-block"}},"children":[]},"If you don't see this option, contact your administrator."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["MoneyThumb has a AI Web Search function that helps you better identify a business. This AI Web Search gives you:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["The ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://www.naics.com/search/"},"children":["NAICS Code"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["The Industry Confidence."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["The Industry the business is in."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["A brief description of the business."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To perform the AI web search, click the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Start AI Web Search"]}," button in the AI Web Search pane."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/before-ai-search.3da68f5d397405a1c3bc5e86e4b14eb4a8334ad88f4c91f2cdf502102fdaf7f7.9c1bb791.png","alt":"Empty AI Web Search pane with Start AI Web Search button","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The search yields details and categories of a business. See example."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/ai-search-results.78beadc6d7bf1b15052a688e607e11a575541555fe62465032e4a2f3781e6dcd.9c1bb791.png","alt":"AI Web Search pane now a brief descriptions of the business, its NAICS code, the industry it is in, and its industry confidence.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"viewing-more-details","__idx":7},"children":["Viewing More Details"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["When you hover over the AI web search results, you can view:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["The confidence level. Depending on the results, it could be:",{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Low Confidence"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Medium Confidence"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["High Confidence"]}]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Alternate ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://www.naics.com/search/"},"children":["NAICS codes"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Whether it has minimal web presence."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Here's an example."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/ai-search-result-with-more-details.77cb97d099aa7137d3738b785d281b5773763f40bc6042db324010a59896101e.9c1bb791.png","alt":"When you hover over AI Web Search pane, the results gives the level confidence, alternate NAICS codes, and whether it has minimal web presence.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"more-actions","__idx":8},"children":["More Actions"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Now let's look at more actions you can use to enhance your experience with ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://insights.moneythumb.com/"},"children":["Insights UI"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"id":"selecting-document-type","level":3,"__idx":9},"children":["Selecting Document Type "]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Select a document type menu"]}," lets ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://insights.moneythumb.com/"},"children":["Insights UI"]}," know which kind of document you are uploading."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/selecting-a-document-type.9d6fbf1c6d15e812cbb244eabbd12caf612c3f8c240d943aff69871e19a99822.9c1bb791.png","alt":"The menu that allows you to select the different type of financial document you wish to upload.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To use this setting, select any of the following options:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Auto Detect"]},": ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://insights.moneythumb.com/"},"children":["Insights UI"]}," automatically detects the type of financial document you are uploading."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Bank Statement"]},": For bank statements."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Credit Card"]},": For credit card statements."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Investment"]},": For investment forms or investment statements."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Tax Forms"]},": For tax forms."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Financial Statement"]},": For financial statements."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Plaid JSON Files"]},": For Plaid JSON files."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["MoneyThumb JSON Files"]},": If you have MoneyThumb JSON files, use this option. For details about these files, see ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/guides/mtjson-example"},"children":["MoneyThumb JSON (MTJson) Example"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Application Form"]},": For application forms."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"advanced-options","__idx":10},"children":["Advanced Options"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The Advanced Options section allows you to:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Set the language of the statement, if not automatically detected."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Determine which statement or account to process."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Process the statement with OCR."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Process select pages of the file."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Set the date format present in the file."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Input the year of the statement if not automatically detected."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Set the spacing factor of the text in the statement. 0.5 for narrow and 3.0 for widely spaced."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select to process transactions with only numeric descriptions."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/advanced-options-section.82332456c741874d7ac8e5e2a7134bc7b09ebee0f1076651ebc8a230c23a0931.9c1bb791.png","alt":"The section allows you to further modify your file conversion.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info","name":""},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/moneythumb-thumbprint-swirl-with-m-png.1dfab03f69cfc28c5826703405669e78d1e08ab722b24ef18851778de8df31af.9c1bb791.png","width":"24","style":{"verticalAlign":"middle","marginRight":"12px","display":"inline-block"}},"children":[]},"If you select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Application Form"]}," as the document type, the Advanced Options section doesn't appear."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"importing-documents-quickly","__idx":11},"children":["Importing Documents Quickly"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you need to quickly upload files without setting document type options, collapse the Convert Documents section and click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Import Document"]},". ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://insights.moneythumb.com/"},"children":["Insights UI"]}," automatically detects the file type and converts it."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/import-document-button.de06ae1f5263e0e684f74f5ed96d2af69952034066a8f7da9227bb446ab9482d.9c1bb791.png","alt":"The Import Document button located on the right side of the collapsed Convert Documents header bar.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"watermarking-pdfs","__idx":12},"children":["Watermarking PDFs"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To watermark a PDF, click the More Options menu in the Statement section and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Watermark PDF"]},"."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/selecting-watermark-pdf.17436bc22f67abe92df98f812fd96589bc943ec87aa1cace9ce7b2b252c97f86.9c1bb791.png","alt":"Watermark PDF selected in the More Options menu.","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info","name":""},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/moneythumb-thumbprint-swirl-with-m-png.1dfab03f69cfc28c5826703405669e78d1e08ab722b24ef18851778de8df31af.9c1bb791.png","width":"24","style":{"verticalAlign":"middle","marginRight":"12px","display":"inline-block"}},"children":[]},"If you don't see this option, contact your administrator."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"needing-help","__idx":13},"children":["Needing Help"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you need further assistance, select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Contact Support"]},"."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/selecting-contact-support.d1274ddc9befcac28773da49f9cf8467ded33c9574d8e941b06d6cfc0e10fb8f.9c1bb791.png","alt":"Contact Support menu option","framed":false,"withLightbox":false,"style":"border: 1px solid #448f3b; border-radius: 6px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Then, follow the instructions in the ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://www.moneythumb.com/support-request/"},"children":["Support Portal"]},"."]}]},"headings":[{"value":"Insights UI Guide","id":"insights-ui-guide","depth":1},{"value":"Getting Started","id":"getting-started","depth":2},{"value":"Insights UI Home Page","id":"insights-ui-home-page","depth":3},{"value":"Running Your First Application","id":"running-your-first-application","depth":2},{"value":"Viewing Files in the Statement Section","id":"viewing-files-in-the-statement-section","depth":3},{"value":"Viewing the MoneyThumb Scorecard","id":"viewing-the-moneythumb-scorecard","depth":2},{"value":"AI Web Search","id":"ai-web-search","depth":2},{"value":"Viewing More Details","id":"viewing-more-details","depth":3},{"value":"More Actions","id":"more-actions","depth":2},{"value":"Selecting Document Type","id":"selecting-document-type","depth":3},{"value":"Advanced Options","id":"advanced-options","depth":3},{"value":"Importing Documents Quickly","id":"importing-documents-quickly","depth":3},{"value":"Watermarking PDFs","id":"watermarking-pdfs","depth":3},{"value":"Needing Help","id":"needing-help","depth":2}],"frontmatter":{"title":"Insights UI Guide","seo":{"description":"Learn how to run applications and convert financial documents using Insights UI.","keywords":["Financial Document Conversion using Insights UI","AI Web Search using Insights"],"title":"Insights UI Guide"}},"lastModified":"2026-10-28T20:20:57.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/guides/insights-ui-guide","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}