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Getting started

  • Introduction

Workflows

  • Homescreen
  • Workflow setup
  • Requesting documents
  • Approving submissions
  • Archive documents

Mobile app

  • Download the app
  • Using the app
  • 1. Capturing
  • 2. Redacting
  • 3. Reviewing
  • 4. Submitting

Account admin

  • Data security
  • User permissions
  • Audit trail
  • Changing your password

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  • Contents

Contents¶

Getting started

  • Introduction

Workflows

  • Homescreen
  • Workflow setup
    • Creating a new Workflow
    • Adding users to a Workflow
    • Deleting a workflow
    • Closing off
  • Requesting documents
    • Choosing the right workflow
    • Requesting documents
  • Approving submissions
    • Approving a document
    • Rejecting a document
  • Archive documents
    • Archiving documents
    • Deleting a document

Mobile app

  • Download the app
  • Using the app
    • Choosing a document request
  • 1. Capturing
  • 2. Redacting
  • 3. Reviewing
  • 4. Submitting
    • Photo taking tips
    • Camera permissions

Account admin

  • Data security
    • Is it possible to view redacted information?
    • Downloading all of an account’s data
  • User permissions
  • Audit trail
    • Who can download audit trails?
  • Changing your password
    • Resetting your password

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