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Application detail — Docs tab
The Docs tab is where you see every document tied to an application: uploads from the applicant, generated contracts, and consent forms. You can request missing items, review uploads, approve or reject them, generate contracts from templates, and download files individually or in bulk.
Open any application from the Agent Dashboard, then select Docs in the main tab bar (between Offers and Email).
[NEEDS SCREENSHOT: Docs tab with three sections expanded and header actions visible]
What you see at a glance
At the top of the tab:
- Progress line:
{received} of {expected} Documents Received— counts uploaded/received items across all sections (uploaded docs that are not still “Pending,” signed contracts, and consent forms). - Primary actions (when nothing is selected in the table):
- Start Review — opens the document review flow for items in Review status. A badge on the button shows how many documents are waiting (
Waiting for review). - Request Docs — opens the email composer to request one or more documents from the applicant.
- Start Review — opens the document review flow for items in Review status. A badge on the button shows how many documents are waiting (
- Selection actions (when one or more downloadable rows are checked):
- Deselect — clears all row checkboxes.
- Download — builds a ZIP of selected documents. While preparing, the button shows Preparing... and a toast confirms how many files are included.
Documents are grouped in three expandable sections:
| Section | What it contains | Section-level button |
|---|---|---|
| UPLOADED DOCUMENTS | Applicant-uploaded items from your document library | Request — same as Request Docs (opens request flow with no pre-selected document) |
| CONTRACTS | Offer agreements / e-sign contracts | Generate — dropdown of published, active contract templates |
| CONSENT FORMS | Consent records linked to the application | (no section button) |
Each section header shows a sub-count, e.g. 2 of 5 Received, for items in that group.
Table columns and row actions
Within each section, child rows show:
| Column | Meaning |
|---|---|
| Checkbox | Select row for bulk download (only enabled when a file exists to download; disabled with tooltip No file uploaded if not) |
| Document Name | Display name; may show a Doc AI indicator when AI extraction is enabled and running or complete |
| Version | Latest version label (e.g. v3). Click to open preview with version history |
| Last Updated | Timestamp of last change |
| Status | See status table below |
| Actions | Preview (open icon) and Download (cloud icon) |
Sort: Document Name, Version, Last Updated, and Status columns are sortable within each section.
Expand/collapse: Click the section row or chevron to show or hide child documents. Bulk selection only includes rows in expanded sections.
Document statuses (uploaded documents)
| UI label | Internal meaning | Typical next step |
|---|---|---|
| Pending | Waiting for upload | Request Docs or wait for applicant |
| Requested | Request sent, not yet uploaded | Follow up via Email tab |
| Review | Uploaded, awaiting your review | Start Review or open Preview |
| Approved | Accepted by your team | Continue underwriting |
| Rejected | Declined with a note | Request new document or re-upload |
Contracts use Signed / Not Signed instead of the upload statuses above.
Consent forms do not show a status column in the table.
Buttons and flows (exhaustive)
Request Docs / Request
Where: Top-right Request Docs, or Request on the UPLOADED DOCUMENTS section.
What it does: Opens the Request Docs side panel (shared with the Email tab):
- Choose an email template (searchable list).
- Optionally pick documents to request via the Request Docs multi-select (when not replying from an existing email).
- Edit subject/body in the rich-text editor; insert variables and upload links as configured.
- Attach files from templates or selected documents.
- Click Send to deliver the email.
From preview: In document preview, the ⋮ menu includes Request new document (disabled while status is Pending or Requested on a versioned doc). That opens the same panel with the current document pre-selected.
Start Review
Where: Top-right, next to Request Docs.
When enabled: At least one document has status Review (Waiting for review). Disabled if the queue is empty.
What it does: Opens the preview modal on the most recently updated document in the review queue. Use Approve, Reject, or Skip (see below) to move through the queue.
Generate (Contracts section)
Where: CONTRACTS section header.
What it does: Dropdown lists published, active contract templates from Contract Builder. Choosing a template opens Generate Document for that contract, with values recomputed for the application. After generation, the new contract appears under CONTRACTS.
Preview (row or version column)
Opens a full-screen preview modal with:
Header
- Document title with certificate icon.
- Close (X) — for contracts, consent, or versioned uploads.
- ⋮ Document actions (uploaded docs with version history only; hidden for Auditor):
- Request new document
- Replace document — opens upload on behalf of applicant
Main panel
- PDF/image preview, or Waiting for document with Upload (staff upload on behalf of applicant; hidden for Auditor).
- Doc AI panel (when enabled): extracted JSON beside the preview while processing or after completion.
Pending approval bar (latest version in Review, with a file present)
- Approve → confirm with optional note → Approve on confirm row.
- Reject → requires Rejection reason (required) → Reject on confirm row.
- After approve/reject, the modal advances to the next item in the review queue or closes when done.
Version sidebar (uploaded docs only)
- Timeline of versions; click a version to preview it.
- Footer:
{position} of {total}and Skip (when multiple items are in review) — moves to next review doc without changing status.
Statuses shown on versions: Approved, Rejected, Review, Pending, etc., matching the table.
Download (single row)
Opens the document file URL in a new browser tab (signed contract, uploaded file, or offer file — whichever applies).
Download (bulk)
- Check one or more rows that have files.
- Click Download in the header.
- System prepares a ZIP; toast shows count; file downloads when ready.
Only rows with a previewable/downloadable URL can be selected.
Deselect
Clears all checkboxes without closing the tab.
Doc AI behavior
When your tenant has document AI enabled:
- Rows with AI enabled show an indicator next to the name.
- While extraction runs (
processing), the list auto-refreshes periodically (up to three intervals) until processing finishes. - In preview, the AI JSON viewer appears when results exist or while loading.
Role and permission notes
| Role | Typical access |
|---|---|
| Auditor | View and download; no Request Docs, Upload, Approve/Reject, or document action menu |
| Underwriter / Reviewer / Analyst / Manager / Admin | Full document operations per tenant config |
| Applicant | Uses applicant portal, not this tab |
Tips
- Use Start Review when you have a backlog of Review items — it orders by recency so you work the freshest uploads first.
- Request on the uploaded section is a shortcut when you already know you need a library document without opening preview first.
- Collapsing a section removes its rows from bulk Download selection — expand sections before selecting all.
- Contract Generate only lists templates that are active and published in Contract Builder.
Related topics
- Email and communications — Send Email and the shared Request Docs composer
- Application detail overview — Application tab, status, and stage
- Use cases — document chase and review scenarios
- Workflows — quick decision tree for which action to take