Documents

Ensuring that all documents relating to the Case are in one place in the CMS, all documents that the applicant has submitted with their application are stored in the document management area within the Case. This is added to whenever a communication is sent to the applicant as a result of an outcome from any of the pre-defined places within the workflow where direct communication with the applicant is needed i.e. in the form of an e-mail, a letter or an SMS text.

Open: Clicking on this opens the individual document so you can decide what type of document it is by adding Tags (see 'Document Tags' below) and, of course, allowing the Expert Assessor to read it and analyse it as part of the assessment process.

File: This is the name of the document. Any documents uploaded by the applicant at the time of application will have the same title 'Customer upload via DfT form' if the application is for a Blue Badge, or 'Other Information' if through the Freedom Pass or Taxi Card applications. What distinguishes the form is the Tags applied to it. (see 'Document Tags' below).

Created on: This is the date on which the document was uploaded

Created by This is the name of the officer that was responsible for uploading this document at the time it was added. In the case of Blue Badges only it will be 'DfT API' which is automatic if the document has been uploaded with the DfT application. In the case of Freedom Pass or Taxi Cards, it will be 'System' if uploaded as part of the Freedom Pass or Taxi Card applications.

This allows you to delete the Document if it has been uploaded incorrectly. Deletion of Documents can only be completed by Users with the relevant permissions. (See permission groups below). Deleted documents are completely deleted and cannot be recovered.