Managing Flagged Transactions with Voice and Upload Features in Docyt iOS App

1. To access the tasks that require your attention, log in to the Docyt iOS app and tap the 'Tasks' icon.

2. If the 'Review Transactions' link is visible, tap on it under the 'Review Open Items' section.

3. When the Flagged Transaction opens up, tap the microphone icon to speak about the transaction or click on the document upload icon (⬆️) to upload the documents.

4. For Upload document Icon: When you click the document upload icon, then you will be able to see a bottom sheet with the options below -

a) Scan Receipt - Upload Document

Once the user clicks the "Done button" on the scan screen (Refer to - How do I upload documents to Docyt using the iOS app? to understand how to upload documents to Docyt.), the user will see the bottom sheet showing uploading progress of the document.

b) No Document Needed

Users can tick mark (Checked) the "No Document Needed" button if there are no requirements to add a document for a transaction.

Once the "No Document Needed" option is selected, the "Scan Receipt" option will be disabled, and the icon will show a tick mark, as demonstrated in the image.

- If a document has already been uploaded for a transaction, the user will see the screen below, where they can preview the uploaded PDF document. 

Users can swipe through all the listed PDF file pages to see all of them. The documents list here is automatically sorted based on the latest at the bottom for the transactions.

The components for the screen include:

a) Document ID

b) Name

c) Delete - option to delete uploaded documents

d) Add Document

- When multiple documents are uploaded for a transaction, the user can see them in a list and preview them in the bottom sheet, as shown in the screenshot. By default, the first document is highlighted, and its preview appears in the bottom half of the screen. If the user taps on any document row, that row will be highlighted, as shown in the visual.

  Default first-row document Highlighted                           Row highlighted as per selection

- When the user opens the Flagged Transactions screen, it shows a loading preview on the upload document icon until the document is fully loaded. Once loaded, the thumbnail on the Flagged Transactions card will display a preview of the latest document, as shown in the screenshot.

- When a user uploads a document, if no preview is available, they will see the visuals displayed in the image below.

- If no preview is available for the multiple files, the user will see the count of the uploaded documents on the “No Preview“ icon, as shown below.

- When the user uploads multiple documents for a transaction, the user will see a stack icon (The total number of files uploaded against the transaction) with the thumbnail of the latest image uploaded to the transaction card, as shown in the visual.

- When the user taps on the delete document icon, the user will see a confirmation pop-up that has two options-

1. Delete - Tapping this will delete the document

2. Cancel - Do nothing and close the bottom sheet

5. For Tap to Speak Button: Your spoken words are automatically transcribed into a text response. Tap the 'Mark as Reviewed' button to save your comments and mark this transaction as reviewed. 

6. After successfully marking a transaction as reviewed, a green tick mark will be displayed. Please review the remaining flagged transactions in the same manner.

7. Once you have reviewed all transactions, a message of gratitude will be displayed.