Adding documents in Copilot can be done from the navigation bar using the Add ‘+’ icon, the Documents tab, or by farmers using their Combyne accounts to upload documents. Wherever documents are added, the process will be similar and involve capturing the document details, assigning the document to a farm account, and reviewing the farm businesses' marketed position.

Using the navigation bar and Add + icon

The navigation bar from anywhere in Copilot will let you quickly select options to add a Contract or Offer. Simply click on the Add ‘+’ icon and choose the appropriate option:

• Add Contract
• Add Offer

[IMAGE - NAVIGATION BAR > ADD ICON]

Using the Documents tab

In the Documents tab, you can also easily add Contracts or Offers by clicking in the + Add Documents button. After selecting the add documents button you can choose the appropriate option:

• Add Contract
• Add Offer

[IMAGE - DOCUMENTS TAB > ADD DOCUMENTS]

Adding a Contract or Offer

After selecting the document type you want to add, you will have the option to select + Upload Files to use Combyne Capture to automatically capture the document data, or select Continue without a file to enter the document information manually. 

If you choose to upload a document, then jump to Using Combyne Capture to Add Documents.

If you choose to enter document details manually, then jump to Adding Documents Manually.

Supported Document Types

Contracts

• Fixed Price Contracts — Also known as cash price contracts, these are contracts with a predetermined price for a specific quantity of commodity.
• Basis First Contracts — Contracts where the basis (difference between cash and futures price) is set first.
• Futures First Contracts — Also called hedge-to-arrive (HTA) contracts where the futures price is set first.
• Deferred Price Contracts — Sometimes referred to as no price established (NPE) contracts where pricing is deferred to a later date.
• Average Price Contracts — Contracts priced based on an average of prices over a specified period.

Offers

• Fixed Price Offers — When the offer price is set a flat or fixed price. 
• Offers Against Futures —  When the offer is for futures price and is accompanied by a futures month and code designation.
• Offers Against Basis — The offer is for the basis price and is accompanied by a futures month and code designation. 

Adding Documents Manually

Adding documents manually will require you to complete all the required fields for the document type you select. Follow these steps to manually enter document data into Copilot:

1. Select Add Contract or Add Offer based on the document type you want to add.
2. Select the grey Continue without a file button to begin entering the document details.
3. Next you will begin adding the document information into the appropriate fields:
   • Contract or Offer Details — This section is where you will enter the Client name, Commodity, Quantity, document Number, Date, and Buyer.
   • Price Details — This section is where you will select the type of Contract or Offer. Depending on what pricing type of Contract or Offer you select, additional fields will be made available to be filled out.
   • Delivery Details — This section is for the Delivery Dates, Freight type, and Location.
   • Additional Terms — This section includes an optional Comments field. 
4. When all the required fields have been completed, you can then select Save Contract. 

Your document has now been successfully added to Copilot and will be reflected in the aggregate crop sold position and individual client’s sold position. 

Using Combyne Capture to Add Documents

Uploading your documents and using Combyne Capture to automate your data entry is the fastest and easiest way to enter all your document data. Follow these steps to use Combyne Capture to add documents in Copilot:

1. Select Add Contract or Add Offer based on the document type you want to add. 

2. Select + Upload Files and in the dialog box navigate to and select the document file you want to upload. When the document is selected, click open.

3. Next, select the Client the document will be assigned to using the drop down menu.

[IMAGE - “REVIEW FILES” PAGE]

4. Click the Save button when ready to begin the upload.

5. After uploading the document you will be redirected to the Documents > Document Inbox page. The Document Inbox will show you all the documents processed by Combyne Capture that are ready for Review. Use the Refresh Table button if the document you recently uploaded isn’t shown or is still processing.

6. When the document is done being processed, you can choose to Reject or Review the document. 

• • Select Reject if the incorrect document was uploaded, the wrong client was selected, or the document is no longer needed.
  • Select Review to complete processing the document. On the Review Contract page you will see the original document and the captured Contract Details. Confirm the information was accurately captured and update any errors or incomplete details. Select Confirm & Save when ready. 

Your document has now been successfully added to Copilot and will be reflected in the aggregate crop sold position and individual client’s sold position.