Document Review
Full-screen document review interface for the internal team. Part of the Document Obtaining workflow — team members review documents uploaded by customers through the Portal.
Architecture
| Layer | Location |
|---|---|
| Review page | frontend/src/pages/internal/DocumentReviewDetail.tsx |
| Components | frontend/src/components/document-review/ (8 files) |
| Rejection settings | frontend/src/pages/internal/RejectionReasonsSettings.tsx |
Review Workflow
Customer uploads document via [[Portal]]
--> Document enters review queue
--> Assigned to reviewer (by [[Departments|department]])
--> Reviewer opens full-screen review interface
--> Approve or Reject with reasons
--> If rejected: customer notified via [[Notifications]], re-upload requested
Review Interface
The DocumentReviewDetail page provides:
- Full-screen document viewer (PDF, images)
- Side panel with document metadata and history
- Approve/reject action buttons
- Rejection reason selection (from admin-configured list)
- Review checklist tracking
Rejection System
| Concept | Purpose |
|---|---|
| Rejection reasons | Admin-configurable list of common rejection reasons |
| Rejection bundles | Group multiple rejection reasons for batch application |
| Rejection history | Track all review decisions per document |
Rejection reasons are managed at frontend/src/pages/internal/RejectionReasonsSettings.tsx, accessible from the Admin Dashboard.
Review Checklist
The reviewChecklistResults table tracks criteria that must be verified during review. Each document type can have different checklist items that the reviewer must confirm before approval.
Related
- Document Obtaining — the broader document collection workflow
- Files — underlying file storage
- Portal — where customers upload documents
- Users — reviewer assignment
- Departments — department-based review assignment
- Documents — document entity definitions
- Notifications — rejection notifications to customers
- Admin Dashboard — rejection reason configuration