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Assign to address - This is done automatically if filename UPRN matching is set up on your account.
Add inspection date
Add expiry date
Specify document type
Specify document compliance
Apply ‘Tags’
Override property compliance
When a scanned document is uploaded it is automatically put in the ‘Misc’ category until the required information is set. To quickly classify scanned/handwritten documents you can utilise the ‘Classify’ feature.
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TCW will attempt to identify the category and type automatically. These can be located using the ‘Proposed category’ filter.
Classify Feature
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Hover over ‘Documents’ in the menu bar, click ‘Classify’
Click the
icon to view a document
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