How it works

A document journey designed around your review.

Identral does the repetitive processing, then gives you the context and controls to decide what happens next.

From sign-up to use06

Clear stages

01

Step 1

Create your private workspace

Sign up with your name, email address, and a password of at least eight characters. Your dashboard and vault are available after account creation.Account passwords are stored as hashes. Keep your password private.
02

Step 2

Add information your way

Type profile information directly or upload a PDF, JPG, or PNG. Identral can separate multi-document uploads and extract structured information from supported document types.Files are limited to 10 MB each. Clear, complete images produce better results.
03

Step 3

Review what Identral found

Check the document label, category, extracted fields, quality notes, summary, and dates. Correct information before relying on it and decide what belongs in your vault.AI extraction and summaries may be incomplete. Your review is an essential step.
04

Step 4

Resolve what needs attention

The dashboard surfaces expiry notices, information mismatches, quality concerns, appointments found in documents, and relevant policy notifications.These checks support your preparation; they are not official verification.
05

Step 5

Use your information

Ask a focused advisor, build an editable first draft, or use the Chrome extension to review matched fields and fill a supported web form.Always review a generated document or completed form before submission.
06

Step 6

Share only what is needed

Select documents, add optional context, create a link with time and access limits, and monitor or revoke the share from your dashboard.Anyone with an active link may be able to access its contents. Send links carefully.
The workspace

Everything leads back to one clear overview.

See recent documents, document health, active shares, upcoming dates, and recommended actions without losing the source behind each item.

Choose your next step

Explore first, or start building your vault.

Explore product featuresCreate your account
Ready when you are

Make your documents work harder for you.

Create your Identral account and start building a clearer, reusable document workspace.