Documents

Purpose

Documents store files and folders used in client and application workflows.

Upload A Document

1. Open Documents, a client, or an application.
2. Select New and choose the file upload action.
3. Select the file.
4. Confirm the document name, record type, record, category, and status.
5. Save the upload.

When working inside a folder, the new file is stored in that folder.

Upload Against A Checklist Item

1. Open an application.
2. Go to the checklist or documents area.
3. Upload a file for the relevant checklist item.
4. The checklist item is marked as uploaded.

Folders

Folders can organize documents by client, application, evidence type, or internal review stage. Folder uploads preserve the uploaded folder structure where supported.

After first-time workspace setup, the main Documents area includes Template and Forms folders. Use Template for reusable document templates and Forms for blank or reusable forms. They behave like normal folders and can be renamed or deleted.

Create A Folder

1. Open Documents and navigate to the parent location.
2. Select New > New Folder.
3. Enter the folder name and record details.
4. Save the folder.

Upload A Folder

1. Select New > Upload Folder.
2. Choose the folder from your device.
3. Confirm its name, record details, and category.
4. Start the upload.
5. Keep the page open until the upload finishes.

Use the breadcrumb path above the file list to return to a parent folder or the main Drive.

Find And Select Documents

• Use the search field to filter the current folder by document name.
• On smaller screens, use the item action menu for preview, rename, download, share, or delete actions.
• Select multiple items to delete them together. Check the selection carefully because a folder deletion also affects its contents.

Preview Or Download A File

1. Open the document action menu.
2. Select View to open the file in an in-app popup.
3. Close the popup to return to the same document list.
4. Select Download when a local copy is required.

Images and PDFs are displayed directly where supported. Other file types may use the browser’s embedded viewer.

Rename A File Or Folder

1. Open the item action menu.
2. Select Rename.
3. Enter the new display name.
4. Save the change.

Renaming changes the name shown in Immigranter. It does not change the client, application, category, or document status.

Share A Document

1. Open the document action menu.
2. Select Share.
3. Copy the generated link.
4. Send it only to the intended recipient.

The generated link is time-limited. Generate a new link when the previous one has expired. Do not use a shared link as permanent document storage.

Storage Usage

The storage bar at the top of Documents shows:

• Total space used across the account.
• The current plan allowance.
• Percentage used.
• Remaining space.

The bar changes colour as usage approaches the limit. Remove unnecessary files or contact support about storage options before the allowance is exhausted.

Document Status

Use statuses such as Pending Review to separate collected files from files that have been checked and accepted.

Documents uploaded through the Client Portal are attached to the Application, categorized as Portal Upload, and start in Pending Review.

Deleting Documents

Deleting a document removes the stored file. If the document was linked to a checklist item and no other documents remain for that item, the checklist item may be marked incomplete again.

Before deleting a folder, confirm that no required documents remain inside it.