Documents to collect and issue

What each client sends you, and the documents you issue to them.

Steps

1. In a journey's Documents tab, list what to collect, for the case or for each person.
2. Add the templates you issue, and who signs each off.
3. On a case, review what arrives and issue documents from its Documents tab.
4. Anyone can check an issued document on its public check page.

Where to go in the app

Open these from the menu on the side of the app:

• Journeys
• Cases

The same guide is in the app, under Help and support.