Collect and review documents

Open the case and click the Workspace tab.

Each person on the case has their own list. Every document starts as Pending; the counter under the name shows how many are accepted.

Click a document in the list, then Upload and choose the file the client sent you. Manage documents picks one already in the case's files instead.

The file opens right beside the list and the item becomes Received. Check it is the right document, complete and readable.

Click Accept if it is good. Need Replacement marks it to be sent again, for example when a page is cut off or the passport has expired.

The item turns Accepted, the bar shows the share of the case that is ready, and the next document opens so you can keep going.

• Clients can upload too. Through the client portal they send documents straight into their own checklist; you only review.
• Missing something? Add, next to the person's name, puts an extra document on their list.
• Your firm's checklists live in Templates → Checklist Templates; edit them once and every new case uses them.

Something on your screen does not match the guide? Write to us, or use Support inside ImmCase.

Next guide: Keep a client's files in one place

All guides in the user manual