Skyla AI

Sends a Skyla collection's documents to the client's profile in Trail.

Skyla for Trail sends a client's documents from Skyla straight into their profile in Trail, so advisers don't have to download and re-upload them by hand. How it works • In Skyla, open a collection that is linked to a Trail client and choose "Send documents to Trail". • The extension uploads each document to that client's Trail profile, using your own Trail login, as if you had uploaded it yourself. • Each document is filed under the Trail document type your firm has set for its category. • While it works, the extension opens Trail in a background tab of its own and closes it when it is done. If you are signed out of Trail, it opens Trail so you can sign in, and the next send carries on. What you need • A Skyla adviser account, with the collection linked to a client in Trail. • To be signed in to Trail in the same browser. Privacy and security • The extension only acts when a Skyla page asks it to. It does nothing on other websites. • Your Trail login stays in your browser. Skyla never sees or stores your Trail password or session. • It only downloads documents from Skyla's own secure storage, and only uploads them to Trail. • It does not track your browsing, show ads, or sell data. Skyla is an AI assistant for financial advisers that collects, sorts and checks client documents. Learn more at https://myskyla.ai.