Adding Tabular Data

Tabular data in DEEP is added just like any other lead - either through the Bulk Upload page or through the Chrome extension. 

Once a Tabular lead has been added, it needs to go through a few extra steps in order to be properly ingested into the system. Follow these steps in order to do so:

1) Select your Tabular Lead in DEEP and you will notice that document preview window will give the option to Extract to tabular.

2) You will then be prompted to filter which sheets you would like to upload and to specify in which row, if any, their headers start. Note that if you have a .csv file, this pane will be skipped.

3) Once you have made your selections, select the Extract button. At the moment of initial release (April 1, 2019), there is no way to get back to this page once you have selected the Extract button, although we plan to integrate this page with the following step.

At this point you have added your Tabular lead to DEEP, and now you would proceed to specifying further details of your document in the next section, Modifying Tabular Data.