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Document Verification

The Document Verification module enables management and verification of documents required in the case execution process. It contains a list of items defined for each case that are required for its completion according to the process configuration.

Document List

Module Structure​

Document Categories​

Documents are grouped into expandable category sections, such as:

  • Contract documents,
  • Subject documents,
  • Client documents,
  • Others.

Document Information​

Each document in the section contains the following information:

  • Document name
  • Document type
  • Channel
  • Attachment date
  • Added by

Expanded Document List

Document Verification​

Verification Status​

  • Each document has a verification status defined by the list for the given process
  • The status can be edited by the user
  • Used to assess the attachment's correctness:
    • Verification of accuracy
    • Identification of deficiencies
    • Marking incorrectly attached documents

Setting Document Status

Verification Process​

  1. Select the document status (non-final)
  2. Optionally select document errors from a predefined list
  3. Optionally manually enter an error description
  4. Save changes by clicking the "Save Changes" button

Setting Document Error

Entering Error Description

Change History​

After each document/attachment edit, the system displays a "Change History" section containing:

  • Verifier — name of the person making the change
  • Verification date — date and time of the change
  • Document status — selected verification status
  • Deficiencies — selected errors from the dropdown list
  • Comment — error description

Category Management​

Each attachment can be moved to another category defined in the case process, allowing flexible document management within the process.