[{"data":1,"prerenderedAt":257},["ShallowReactive",2],{"navigation":3,"/docs/testing-with-demo-files":17,"/docs/testing-with-demo-files-surround":253},[4,11],{"title":5,"path":6,"stem":7,"children":8},"Getting Started","/docs/getting-started","1.docs/1.getting-started/1.index",[9],{"title":10,"path":6,"stem":7},"Documentation & feedback",{"title":12,"path":13,"stem":14,"children":15},"Testing with demo files","/docs/testing-with-demo-files","1.docs/2.testing-with-demo-files/1.index",[16],{"title":12,"path":13,"stem":14},{"id":18,"title":12,"body":19,"description":246,"extension":247,"meta":248,"navigation":86,"path":13,"seo":249,"stem":14,"__hash__":252},"docs/1.docs/2.testing-with-demo-files/1.index.md",{"type":20,"value":21,"toc":238},"minimark",[22,26,35,40,43,65,71,75,78,88,91,95,110,125,131,135,227,230],[23,24,12],"h1",{"id":25},"testing-with-demo-files",[27,28,29,30,34],"p",{},"These sample files are named for a fictional ",[31,32,33],"strong",{},"John Smith"," so you can try end-to-end flows without using real data.",[36,37,39],"h2",{"id":38},"_1-create-the-john-smith-entity","1. Create the John Smith entity",[27,41,42],{},"Before uploading, add an entity the documents can attach to:",[44,45,46,56],"ul",{},[47,48,49,52,53,55],"li",{},[31,50,51],{},"In chat:"," ask the assistant to create an entity (or person) called ",[31,54,33],{},", or",[47,57,58,61,62,64],{},[31,59,60],{},"In the app:"," create ",[31,63,33],{}," wherever you manage entities in the interface.",[27,66,67,68,70],{},"You can still upload without an entity, but linking everything to ",[31,69,33],{}," makes it easier to see how documents group and how the product reasons about a single profile.",[36,72,74],{"id":73},"_2-download-the-demo-pack","2. Download the demo pack",[27,76,77],{},"All files are available in one archive:",[27,79,80],{},[81,82,87],"a",{"href":83,"className":84,"download":86},"/demo-files/demo-files.zip",[85],"external",true,"Download demo-files.zip",[27,89,90],{},"You can also pick individual files from the same folder if you prefer not to use the zip.",[36,92,94],{"id":93},"_3-upload-and-explore","3. Upload and explore",[27,96,97,100,101,105,106,109],{},[31,98,99],{},"Start with"," ",[102,103,104],"code",{},"smith_investment_statement_q1_2025.pdf","—it’s the best first upload if you want the workspace to pick up ",[31,107,108],{},"several positions"," from a single statement-style document. Add the other files afterward to layer trades, fund letters, and different formats on top.",[27,111,112,113,116,117,120,121,124],{},"Upload in the app, or forward documents into your ",[31,114,115],{},"shared inbox",": for example, email ",[102,118,119],{},"smith_travel_zurich_london_mar2025.pdf"," (as an attachment) to the ",[31,122,123],{},"shared inbox address"," shown in your FamilyOFX inbox settings, so you can test ingest from email as well as manual upload.",[27,126,127,128,130],{},"Use the files to check parsing, summaries, search, and how content ties back to ",[31,129,33],{}," when the names and context match.",[36,132,134],{"id":133},"what-each-file-is-for","What each file is for",[136,137,138,151],"table",{},[139,140,141],"thead",{},[142,143,144,148],"tr",{},[145,146,147],"th",{},"File",[145,149,150],{},"What it’s useful for",[152,153,154,171,185,198,214],"tbody",{},[142,155,156,161],{},[157,158,159],"td",{},[102,160,104],{},[157,162,163,166,167,170],{},[31,164,165],{},"Portfolio / statement","-style PDF—start here for ",[31,168,169],{},"multiple positions",", period reporting, and longer-form financial text.",[142,172,173,178],{},[157,174,175],{},[102,176,177],{},"smith_trade_confirmation_gold_etf.pdf",[157,179,180,181,184],{},"Short, structured ",[31,182,183],{},"trade","-style content—good for seeing how confirmations and instrument references are handled.",[142,186,187,192],{},[157,188,189],{},[102,190,191],{},"smith_pe_ai_fund_update_q1_2025.pdf",[157,193,194,197],{},[31,195,196],{},"Private markets / fund letter"," tone—helpful for testing narrative updates, metrics, and fund-specific language.",[142,199,200,204],{},[157,201,202],{},[102,203,119],{},[157,205,206,209,210,213],{},[31,207,208],{},"Travel / itinerary","-style document—exercises dates, locations, and non-investment document types; also a natural candidate to ",[31,211,212],{},"forward from email"," to the shared inbox.",[142,215,216,221],{},[157,217,218],{},[102,219,220],{},"smith_contextai_series_a_pitch_deck.pptx",[157,222,223,226],{},[31,224,225],{},"Slide deck","—tests presentation upload, slide-based structure, and startup/investment memo–style content alongside your PDFs.",[27,228,229],{},"Together, the set mixes PDFs and PowerPoint so you can see how different formats behave after upload.",[27,231,232,233,237],{},"If you need further help, ",[81,234,236],{"href":235},"mailto:etienne@familyofx.com","contact us",".",{"title":239,"searchDepth":240,"depth":240,"links":241},"",2,[242,243,244,245],{"id":38,"depth":240,"text":39},{"id":73,"depth":240,"text":74},{"id":93,"depth":240,"text":94},{"id":133,"depth":240,"text":134},"Use the sample John Smith documents to try uploads, classification, and chat-driven workflows in FamilyOFX.","md",{},{"title":250,"description":251},"Testing FamilyOFX with demo files","Download demo PDFs and a pitch deck, create a John Smith entity, and upload files to explore document and AI features.","VS61DygWikb1k-3tNj_raqda8SbMSEU_DE24_03PL7I",[254,256],{"title":10,"path":6,"stem":7,"description":255,"children":-1},"Complete guides and tutorials for FamilyOFX family office management platform",null,1775994382782]