Enhancing our existing BI dashboards (Document uploading)

We have an existing platform we provide for a customer which aggregates and displays data from multiple systems in an easy to read format for their uses across their company, plus other stakeholders. The customer is a commercial business operating assets across the UK. 1. We have a document upload section within the platform and need some small modifications including the ability for the system to automatically populate field of data (net total amount, date, contractor ) using some form of reco…