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Adding Documents

Adding and managing documents is a core part of the application process, ensuring all required and supporting information is collected efficiently and securely.

  • When adding documents to an application, you can select required or optional documents from the existing master list. See Document Management for details on configuring the master list.
  • For each application, you can update whether a document is required or optional, allowing flexibility to meet specific needs or compliance requirements.
  • You may also add a separate document that is applicable only for the current application. This is useful for unique or case-specific documentation that should not affect the global document list.
  • It is also possible to add a template document (such as a standard form) or upload a filled document as part of the application. Templates help ensure a correct format and compliance, while filled documents provide completed information.
  • All changes to document status (required/optional), additions, and template uploads are tracked for audit and compliance.

Comments and Notes​

  • Add comments or notes to each document for clarification or to communicate with the organization, agent, or applicant.
  • Use internal notes for your own reference (not visible to others).

Assigning Documents​

  • Assign documents to specific applicants or related parties as needed.
  • The system validates that all required documents are attached before submission.

Notes on Document Management​

  • Templates:
    • Use available document templates to ensure correct format and content.

Best Practices​

  • Double-check document quality and completeness before uploading.
  • Ensure all sensitive information is handled securely.
  • Track document status and respond promptly to any requests for additional information.
  • Keep a record of all submitted documents and their versions for compliance and audit purposes.

Tip: For more on configuring document types, see Document Management.