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Improved Document Requests Section

Docyt is excited to introduce a refreshed and more intuitive Document Requests experience for all users across every plan!

🔍 Overview:

Efficiently access and organise your requests within a well-structured, scrollable table. Apply filters such as Date, Description, and Status to pinpoint precisely what you require,  be it an open item or a completed request.

🔥 Key Highlights:

  1. Statement Date & Type Visibility - 
    See Request Type, Statement Date, and Status at a glance for improved clarity and tracking.
  2. Integrated Conversation Panel-
    The user may access messages, document uploads, and notes directly from the right-side panel for each request, keeping all communications in one place.
  3. Drag-and-Drop Upload-
    User can upload documents using the Add Document tab or mark requests as No Statement Available if needed.

 Steps to Navigate:

 1. Go to Business Module > Click on Open Items > Document Requests

 2. When the user clicks into the document, a sidebar on the right side will appear

 3. The user can add a document directly or put notes if required.

 4. Click on "Mark as Reviewed-Reviewed Next" to complete the request.