Documents vault
A central vault for documents and evidence with an approval workflow, versioning and expiry tracking. Smart Intake uploads and disposal certificates land here too.
Steps
1. Upload a document
Click Upload and pick a file (PDF, Word, Excel or image). It enters with status Processing.
2. Approve or reject
Hover a pending document and click Approve, or Reject (which asks for a reason). The expiry chip counts down and flags expired documents.