Documents: Preview, and Analyse Documents in One Place

Overview

Before, you opened each document from a side panel and accepted them one by one. The document workspace brings all the files in a document collection request into one view, so reviewing a full document pack is faster. It's for brokers and support staff who review client documents.

How to use it

Preview all documents (Broker portal)

1. Open the lead and go to the Document Collection request.
2. Click Preview all.
3. The document workspace opens with every file in the request. Move between files to review them.
4. Where a document has several files, the first few show, and 'Show more' reveals the rest.

Preview a single document

Click a document to open it in a preview window. If AI Detection is on, click the AI report icon in the preview to see that document's analysis.

Analyse selected documents

1. In the Document Collection request, click Select.
2. Tick the documents you want analysed.
3. Click Analyse selected to run AI analysis on just those documents.

What's changed

FAQs

Can I still preview one document? Yes. Click it to open it in its own preview window.

Do I have to use AI analysis? No. You can review and accept documents without it. AI analysis needs AI Detection turned on for your enterprise.