Validating documents

Uploads arrive on the case page, in the documents table. Your job is to review each one and decide: validate or reject. Everything else — statuses, progress, completion — follows from that decision.

Reviewing a file

Each document row shows its label, description, an optional tag where relevant, and a status badge. Under a document, every uploaded file is listed with its upload date and two ways to look at it:

• Hover preview — hover over the file for a quick look.
• View — opens the file via a secure, short-lived signed URL.

Validate

When a document is in Uploaded status, click Validate to accept it. Validation is what moves the needle:

• The progress percentage counts validated documents only — an upload alone doesn't count.
• When all required documents are validated, the case automatically switches to Collection completed. Optional documents never block completion.

Reject

Click Reject when a file isn't usable — wrong document, unreadable scan, missing pages. Rejection requires a note explaining what's wrong, and here is exactly what happens:

1. The file is deleted from storage. Dossia doesn't keep rejected files.
2. The client sees the Rejected status in their portal, along with your note.
3. The client re-uploads, and the document returns to Uploaded for a fresh review.

The email templates panel suggests a rejection email listing the rejected documents, so you can nudge the client right away — see email templates.

Note: Write rejection notes for the client, not for yourself — "Please send all 4 pages of the statement" beats "incomplete". The note is the only context they get.

Remove

Optional documents have a Remove button — use it when an item turns out not to apply to this case. Required documents cannot be removed.

Status reference

Completion

You never mark a case complete by hand. The moment the last required document is validated, the case becomes Collection completed, the completion date is stamped, and the templates panel suggests a completion email.