Flow — First document upload (free tier)

Summary

A free-tier user drops their first PDF into the Inbox; the parser runs (or queues for upgrade), and the user confirms the extracted fields so the document can flow into its pillar.

Audience

end-user

Entry

Dashboard or inbox-empty empty-state CTA.

Steps

#	Step	Surface	Notes
1	Inbox empty	inbox-empty	"Start here · 3 docs" guidance
2	User drops PDF	inbox-uploading	Progress + parse status; opens via upload-modal
3	Parse complete	review-document	Source PDF + extracted fields side-by-side; per upload-only and no-manual-entry
4a	Confidence high → fields auto-confirmed	review-document	One-tap "Confirm" (green chip)
4b	Confidence low / required fields	review-confirm-doc	User taps each field; correct via re-upload only
5	Confirmed document flows to its pillar	pillar-inbox → pillar-tax / pillar-expense / pillar-portfolio	See inbox-document-types for registered parsers

Exit

At least one confirmed document visible in Inbox; fields flow into the appropriate pillar review.

Escapes

• Parse failure (low OCR / locked PDF / schema mismatch): review-document-failed with action prompt (re-upload sharper, unlock with PAN+DOB, contact support).
• Free-tier "parses on upgrade": doc shows review-document-view-only until user upgrades; see freemium-per-ay and document-lifecycle-upgrade-backfill.
• AIS confirmation prompt: if document is AIS-shaped, user goes through review-confirm-ais instead of review-confirm-doc.

Sources

• .context/wiki/flows/* § "Flow 3 — First document upload (free tier)"