Document Management

Document management allows for the creation and management of account access and document stores for importing data into and exporting data out of PlaidCloud via csv and other file formats. To view the document Management tools, click on the file folder icon/Document in the left menu.

Adding New Document Accounts

Document Accounts allow you to grant access to manage documents in PlaidCloud for the purposes of data import, export or other actions.

Account and Access Management

Manage access to document accounts

Using Document Accounts

Upload, download, delete, and view files in Document accounts

Last modified December 13, 2023 at 2:55 PM EST: Documentation updates Dec 13, 2023 (6064f55)