Quick Start Guide
Follow these steps to start managing your investment documents with oklido.
Step 1: Create Your Account
- Go to oklido.com
- Click "Get Started" or "Sign Up"
- Enter your email address and create a password
- Verify your email address
Your account is ready! You'll be taken to your dashboard.
Step 2: Explore Your Dashboard
Your dashboard is the central hub for all your documents:
- Documents - View and manage all your investment documents
- Sources - See where your documents come from
- Smart Folders - Automatically organised document collections
- Settings - Configure your account and integrations
Step 3: Upload Your First Document
- Click the "Upload" button in the top right
- Drag and drop a document, or click to browse
- Wait for AI classification (usually takes a few seconds)
- Review the suggested document type and source
Supported formats: PDF, DOC, DOCX, XLS, XLSX, CSV, TXT, PNG, JPEG
Step 4: Connect Your Email (Recommended)
Connecting your email automatically captures investment documents:
- Go to Settings → Email Sources
- Click "Connect Gmail" or "Connect Outlook"
- Authorise oklido to access your email
- Configure filters (optional) to focus on specific senders
Learn more about email integration →
Step 5: Invite Team Members (Optional)
Share access with family members or advisors:
- Go to Settings → Team
- Click "Invite User"
- Enter their email and select their role
- They'll receive an invitation email
You're Ready!
Your oklido account is now set up. Here's what to explore next:
- Smart Folders - Automatic document organisation
- External Access - Share with beneficiaries
- AI Classification - How document AI works
Need help? Contact support@oklido.com