ID | BO49 |
EPIC | SM-1057 - BO: Documents view / manage In Review |
US | SM-1095 - Documents list view Done |
STATUS | DONE |
Role: BOFE user (see access matrix)
Objective: As a BOFE user, I want see corresponding documents for that particular customer.
Reason: Some change requests needs to have corresponding documents and such paperwork has to be stored in BOFE, for reference.
Documents page for particular customer with table view of documents and this information:
date uploaded
uploaded by (user (name) / system)
verification status for user uploaded documents (verified | rejected | to be verified (no status))
verification date
verified by (user (name))
filename (human readable name of the document)
file type (document extension)
Actions on the document list rows:
Verify (open the preview with verification options)
Rename (open modal view with ability to change human readable name of the document)
Documents filter will be available with these options:
Date upload (from - to)
Date verified (from - to)
Verification status
Document type
Upon click on the document, the document viewer will open to be able to see the contents. For security reasons, we try to avoid downloading of the documents, see: Document details view
Customer ID cards are not part of these documents. They are displayed on the customer profile.
Documents architecture: Document storage
Acceptance criteria: Documents table with list of documents. Upon click, document viewer will open and render the document. Click on document edit button will open the edit modal. Click on document verify will open the preview with verification options.