Application 2.0 Beta Review - Documents

The Documents section in Application 2.0 houses every Entity-level document in an Application. From here you can view documents already collected for any Entity, or upload your own.

If no documents have been collected for any Entity in the Application, the Documents section appears empty with a prompt to upload one. The ability to upload documents depends on the permissions assigned to your role. Please note that the Documents shown here are ALL documents that have been uploaded to any of the Entities in the Application.

When documents do exist for one or more Entities, they open in the document viewer.

Navigating Documents 

1. Add — Click the add button to upload a document. 
2. Document Navigation — Move between the documents on the Application. 
3. Document metadata
   • Document status
   • Document type
   • Name — click the name to edit it.
   • Uploaded At
   • Entity — which Entity the document is associated with.
4. Review Bar — Apply a review to any document that has not yet been reviewed.
   1. A document review does not affect the Application status.
   2. Any note added as part of a review appears in the Notes section.
5. Document Token 
6. Viewer controls — Adjust zoom, and download the document if your permissions allow. 
7. Document Notes — Add a note to the document.