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Document Management

This page explains how organization administrators configure and manage the master list of documents in Axvero. These settings determine what team members see when creating applications and ensure compliance and consistency across all workflows.

What You Can Do​

  • Define and categorize the master list of documents for your organization (e.g., "Income Proof", "Deduction Receipts").
  • Set each document as required or optional by default for specific application types or workflows.
  • Organize documents into groups or categories for easier selection by team members.
  • Create and manage document templates for common forms or affidavits.
  • Control who can add new documents globally (admin-only or delegated roles).
  • Update, archive, or remove documents as requirements change.

How Document Management Works​

Document List Configuration​

  • Admins create and maintain a master list of documents, each with a name, description, and default required/optional status.
  • Documents can be grouped by application type, category, or relevance.
  • Example: "Income Statement" (required for tax applications), "Foreign Asset Declaration" (optional for most, required for some).

Templates and Prefilled Files​

  • Admins can upload templates (e.g., standard forms, affidavits) for each document.
  • These templates are available to team members when adding documents to applications.

Default Assignment and Customization​

  • The default required/optional status set here is shown to team members during application creation but can be overridden at the application level if permitted.
  • Admins can restrict or allow team members to add new documents for specific applications.

Permissions and Access Control​

  • Only users with the appropriate permissions can modify the master document list.
  • Audit logs track all changes for compliance.

Best Practices​

  • Regularly review and update the document list to reflect regulatory and business changes.
  • Use clear naming and descriptions for all documents and templates.
  • Group documents logically to simplify.
  • Set required/optional defaults based on compliance needs, but allow flexibility at the application level if possible.

Proper document management at the organizational level ensures compliance, consistency, and a smooth workflow for all users in Axvero.