Import from Screenshot or PDF
You can import Portal data two ways. Take a screenshot of each tab of the Comptroller's Portal, or save the Portal screens as a PDF (one PDF can hold every tab). Click the Import button, pick the file, and press "Open." You'll see a notification while it processes. When it finishes, the data drops into the correct fields. If you're using screenshots, repeat for each image. Files must be under 6 MB. Always check that everything came in correctly, then press the "Save Case Record" button. You can override any field manually at any time.