Reference: Documents

The files attached to the application. Come here when you need to know what has been uploaded against a stipulation and what has not.

Documents

Documents

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1. 1The documents listEverything filed against the application — what was uploaded, by whom and when. Documents arrive here from the dealer, from your own team, or against a specific task that asked for them.Tasks that ask for paperwork are cleared by what lands here. When a file is not moving, this list against the open tasks is where the reason shows up.
2. 2Upload DocumentAttaches a file to the application. You choose the document type as you upload, and from the list you can open a document again or delete it.Documents uploaded here are part of the file. Anything emailed around instead is not on the record.