Documents & Tasks tabs

Last updated: 2026–05-27

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Docs tab

Document management is grouped into three expandable sections:

Section	Contents	Section action
Uploaded documents	Applicant/agent uploads, statuses, versions	Request (opens Request Docs modal)
Contracts	Generated/signed agreements	Generate (per-row from contract templates)
Consent forms	Consent artifacts	(read/manage per row)

Header toolbar

State	Buttons
Nothing selected	Start Review (badge = count waiting for review), Request Docs
Rows selected	Deselect, Download (ZIP of selected previewable docs)

Progress line: X of Y Documents Received counts uploads, signed contracts, and consent items.

Row actions

Action	Behavior
Preview	Opens preview modal with version history
Download	Opens file URL in new tab
Generate	Contract builder modal with recomputed values
Request (from preview)	Pre-fills Request Docs for that document type

Doc AI

When Doc AI is enabled for the tenant, documents may enter processing status; the tab polls up to three times every 20 seconds while processing, then stops.

Use cases

Goal	Steps
Request paystub	Request Docs → choose templates → send
Review queue	Start Review → works through “Waiting for review” items
Export file set	Select rows → Download ZIP
Regenerate contract	Contracts section → generate action on row

Edge cases

Situation	Behavior
Document not previewable	Row excluded from bulk selection
No review items	Start Review disabled
Doc AI off	docai_enabled false hides AI-specific preview affordances

Auditor: Legacy docs UI hid upload/request actions for Auditors. The current Docs tab does not wrap the header buttons in Auditor hides—confirm your tenant policy before granting Auditor access to production.

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Tasks tab

Internal task list for the application (follow-ups, callbacks, checklists).

Control	Roles
Create task	Hidden for Auditor and Applicant
Edit / delete / complete checkbox	Hidden for Auditor and Applicant
View tasks	All roles that can open the tab

Applicant role

Applicant users do not see the Tasks main tab at all—the tab is removed from the tab list and active tab resets if they had landed on it.

Create / edit

• CreateTaskSheet side panel for new or edit.
• ConfirmationDialog for delete.
• Checkbox toggles completion via update API.

Use cases

Scenario	Steps
Call-back reminder	Create task with due date/assignee (per sheet fields)
Close loop	Mark complete via checkbox
Clean up duplicate	Delete with confirmation

Edge cases

Situation	UI
No tasks	No tasks yet empty state with create CTA (if allowed)
Pending save	Checkbox optimistic state synced when server responds

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Implementation notes

• Docs and Tasks share session + application ID with Email tab patterns (ApplicationParentType.Applications).
• Request Docs may send email to applicant email on props.
• Task mutations invalidate the tasks query for the session.

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