Case Type View

Case Type View

Once you’ve created a Case Type, you can access all uploaded cases from the Cases tab under that Case Type.

The Case Type View displays a list of all cases created for that workflow.
Each row represents one case (e.g., a loan application), showing key details like:

• Case Name – Unique name automatically generated when the case is created.
• Assigned To – Team member responsible for reviewing the case.
• Date Added – When the case was created.
• Workflow State – Current progress of the case (e.g., Success, In Progress, Failed).
• Modified By – Last person who updated the case.

You can:

• Search for cases using the search bar.
• Add new cases by clicking Add Case.
• Open a case to review its details and documents.

This view helps you manage multiple cases at once and monitor their workflow status.

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Case Overview Page

Clicking on any case opens the Case Overview Page, which provides a detailed view of all documents and processing results for that specific case.

Overview Section

At the top of the page, you’ll see:

• Case Name – The name or ID of the case.
• Assigned To – The user handling the case.
• Created At – When the case was created.
• Workflow State – Indicates if the workflow completed successfully.
• Approvals – Shows pending or completed approvals, if applicable.

Document Checklist

The Document Checklist lists all required and uploaded document types within the case, such as:

• Bank Statement
• Loan Application
• ID Proof, etc.

For each document type, you’ll see:

• Type – Whether the document is required or optional.
• Count – Number of files uploaded for that document type.
• Status – Visual indicators showing which documents have been uploaded, reviewed, or need attention.

All Documents

This section displays a list of all files uploaded to the case with details such as:

• Document Name
• Document Type
• Status (e.g., Review, Completed, Error)
• Download Option to view or save the file.

You can also upload additional files using the Upload button on the top right.

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Tip:

Use the Configure tab (next to Cases) to modify your Case Type setup — for example, to update required document types, validation rules, or workflow automations.