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Application Document Review

This page describes how underwriters (team members) and users can view, comment on, and manage documents submitted as part of an application in Axvero.

Overview​

  • Underwriters and applicants can access all documents submitted for an application.
  • Underwriters can review, approve, reject, or request additional documents.
  • Comments and feedback can be added to each document for better collaboration and audit trail.

Key Features​

1. Document Viewing​

  • All uploaded documents are listed per application and step.
  • Documents can be previewed (PDF, images, etc.) or downloaded.
  • Metadata such as upload date, uploader, and document type are shown.

2. Commenting​

  • Underwriters and users can add comments to each document.
  • Comments are timestamped and attributed to the author.
  • Threaded discussions for clarifications or follow-ups.

3. Document Status & Actions​

  • Each document can have a status: Pending Review, Approved, Rejected, or Rerequested.
  • Underwriters can change the status and provide reasons for rejection or rerequest.
  • Applicants are notified of status changes and comments.

4. Rerequesting Documents​

  • Underwriters can request resubmission of a document if it is incomplete, incorrect, or outdated.
  • A reason for rerequest must be provided.
  • Applicants receive a notification and can upload a new version.

5. Version History​

  • All versions of a document are retained for audit purposes.
  • Users can view previous versions and comments.

6. Permissions & Security​

  • Only authorized team members can review and comment on documents.
  • Applicants can only see their own documents and comments relevant to them.
  • All actions are logged for compliance.

Typical Workflow​

  1. Submission: Applicant uploads required documents during application process.
  2. Review: Underwriter reviews each document, adds comments, and sets status.
  3. Rerequest (if needed): Underwriter requests a new version, providing feedback.
  4. Resubmission: Applicant uploads revised document.
  5. Final Decision: Underwriter approves or rejects the document.

Best Practices​

  • Use clear, actionable comments when requesting changes.
  • Keep all communication within the platform for traceability.
  • Regularly review document status to avoid delays.
  • Email and in-app notifications for document status changes.
  • Audit logs for all document actions.
  • Integration with workflow rules for automated reminders and escalations.

For more details on configuring document requirements, see the Application Form page.