Document set

Most use cases require the management of a set of documents whether those come through TotalAgility capture operations or managed in content management systems, and they often have rules. For example, for a loan application you may need to provide 3 pay statements (within the last 6 months), 2 proofs of residence, bank statements, and proof of ID.

Using the Document set feature, you can define the case documents along with their associated metadata and rules to validate the documents. At runtime, you can view the overall status of the document set, and also add, remove and view documents regardless of location.

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