Item logo image for Annise Document Upload

Annise Document Upload

5.0(

1 rating

)
ExtensionWorkflow & Planning6 users
Item media 3 (screenshot) for Annise Document Upload
Item media 1 (screenshot) for Annise Document Upload
Item media 2 (screenshot) for Annise Document Upload
Item media 3 (screenshot) for Annise Document Upload
Item media 1 (screenshot) for Annise Document Upload
Item media 1 (screenshot) for Annise Document Upload
Item media 2 (screenshot) for Annise Document Upload
Item media 3 (screenshot) for Annise Document Upload

Overview

Upload documents to your family office directly from your browser.

Upload documents to your Annise family office directly from your browser — without opening the portal. Features: - Sign in with Google or email/password (MFA supported) - Capture downloads automatically — add your bank or LP portal domains and the extension intercepts downloads before they hit your laptop, routing them directly into the upload queue - Drag and drop files or click to browse - Supports multiple document types - Set document type, date, level (Family Office, Account, Trust, Security, Managers & Advisors), and description per file - Optional AI processing for supported document types - Upload multiple files at once Designed for Annise clients. Privacy policy URL: https://www.annise.io/privacy

Details

  • Version
    1.1.1
  • Updated
    May 24, 2026
  • Offered by
    Annise Inc
  • Size
    50.53KiB
  • Languages
    English
  • Developer
    DT App Inc
    40 Westerly Rd Weston, MA 02493 US
    Email
    agustin@annise.io
    Phone
    +54 9 11 2336-0164
  • Trader
    This developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
  • D-U-N-S
    117079364

Privacy

Manage extensions and learn how they're being used in your organization

Annise Document Upload has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Annise Document Upload handles the following:

Authentication information

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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