CasevoyaTopicsContact usDocuments lets you review every client upload across all your matters in one queue. This tour shows how it works.
Send a list of what you need, with due dates and the person each document belongs to.
Go to Records › Documents, or a matter’s documents, and request what you need.
Start from your service template, or build one item by item.
The applicant, the sponsor or a dependant. Each person only sees their own requests.
Reminders are proposed automatically. You confirm them.
Clients can photograph documents page by page, put them in order and send them, all from the browser.
In the portal, tap Continue on the next step, or Upload a document.
This decides who can see it.
Photograph each page. Rotate, reorder or remove pages before sending.
Zoom in. If every word is clear, send it.
We scan every file before anyone opens it. Then your consultant reviews it.
Every document gets a clear decision with a reason the client can act on.
Go to Records › Documents; it lists everything waiting for review across all matters. Open a file to see it beside its details.
Choose Accept. “Accepted” means accepted by your firm for its purpose, not validated by the government.
Pick a reason and write what to fix in plain words. The client sees “Changes needed” and your note.
A new upload becomes version 2. Version 1 stays, so earlier packages remain reproducible.
Casevoya can read names, numbers and dates from documents. Nothing it reads is trusted until a person confirms it.
In the left sidebar, go to Records › Documents and open the file. Extracted fields appear beside the file, each with a confidence level and a link to the exact spot on the page.
Click a field to highlight where it came from.
Confirmed fields become approved facts. Corrections are recorded.
If it can’t be read, it stays blank. We never guess.
Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.
Find it in the left sidebar under Records, as Documents. It is also available from the folder shortcut in the top icon row.
At the top, two counters show the queue at a glance: 0 to review and 0 quarantined, so nothing is waiting right now.
Three tabs switch the view: To review, All documents and Originals we hold.
The description reminds you that Accepted means accepted by Northgate Demo Immigration, a fictional demo firm, for its own purpose. It does not mean validated by the government.
To find a file, type in Search documents. Then narrow the list with All, Awaiting review, Quarantined or Expiring soon.
Files are checked by their real type, not their name. Quarantined files never open, and the client is asked to upload again.
In short: find Documents under Records, check the counters, switch tabs, search and filter, and rely on the file checks. Next: Agreements.
Overview. Documents lets you review every client upload across all your matters in one queue. This tour shows how it works.
Find it. Find it in the left sidebar under Records, as Documents. It is also available from the folder shortcut in the top icon row.
Counters. At the top, two counters show the queue at a glance: 0 to review and 0 quarantined, so nothing is waiting right now.
Tabs. Three tabs switch the view: To review, All documents and Originals we hold.
Accepted. The description reminds you that Accepted means accepted by Northgate Demo Immigration, a fictional demo firm, for its own purpose. It does not mean validated by the government.
Search, filter. To find a file, type in Search documents. Then narrow the list with All, Awaiting review, Quarantined or Expiring soon.
File safety. Files are checked by their real type, not their name. Quarantined files never open, and the client is asked to upload again.
Recap. In short: find Documents under Records, check the counters, switch tabs, search and filter, and rely on the file checks. Next: Agreements.
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