Use your MIG staff account. Sign in on the admin page first — the session is shared.
Go to admin loginUpload a manually-filled proposal form and/or financial statements received by email. The documents are read by the Claude API and transcribed into the proposal schema, so the data can be recorded as if it had been filled in online. You review and correct the extracted data before saving.
Accepted: PDF, PNG, JPEG, WebP, GIF. Word/DOCX should be exported to PDF first. Max ~12 MB per file, ~28 MB total.
If you select a customer, the proposal appears in their portal and customer record. Leave unassigned to keep it staff-only.
Each key must be an exact proposal field name. Correct any mis-read values here before saving. This becomes the submission's data.