The Documents section shows required application documents. Each document card shows upload status, file preview, review status, reviewer, review date, and notes.
Staff can mark uploaded documents as:
A required document must be accepted before the application can be approved.
Use the document preview action to open uploaded files in the document drawer. Review the file before accepting or requesting corrections.
When marking a document Needs Info, add a review note explaining what the resident needs to fix. CDM requires a note for document Needs Info actions.
Use Request More Information to send correction requests to the resident.
Request types include:
Select the request type, target step/field/document where applicable, and enter a message.
Open Resident Requests appear near the top of the review page. Review these before documents, approval, or identity matching.