Reusing a document
The same passport supports a work permit application, a spouse’s sponsorship, and a permanent residence application. Providing it three times is work with no purpose, so Lexpoint keeps a file once and lets it be attached wherever it is needed.
Where reuse happens
Section titled “Where reuse happens”Reuse is offered at the moment a document is being added to a requirement. The Add dialog has two tabs: Upload new, and Saved files.
The Saved files tab lists documents already held for that applicant, each with a coloured dot for its review state, when it was added, and its size. Preview opens the file so you can check it is the right one. Use this file attaches it to the requirement you are on.
When a document type is on Lexpoint’s reuse list and matching files exist, the list splits in two: Best match, which is that type only, and All saved files, which is everything held for the person. A search box filters the full list. The dialog opens on All saved files.
What a file is matched against
Section titled “What a file is matched against”Saved files follow the person the document is about, not the case it was first uploaded to. A passport uploaded for one application is offered on the next one because it belongs to the same person — even if the two applications are on different cases.
That match needs a stable identity to work from: the applicant has to be connected to a Lexpoint account or to a family member record. Where that connection does not exist yet, the tab reports no saved files. Nothing is broken — uploading a new file works as usual.
Attaching a file to a different kind of requirement
Section titled “Attaching a file to a different kind of requirement”The full list is not filtered by type, so you can attach a file to a requirement it was not originally labelled for. Doing that asks you to confirm first, and tells you what happens:
The file keeps its original type on record.
Lexpoint does not relabel the document because you attached it somewhere new. Whether the file is right for that requirement is a judgement, and it stays a human one.
Reuse does not skip review
Section titled “Reuse does not skip review”Attaching a saved file starts a fresh review on the requirement you attached it to. A file that was accepted on one application is not automatically accepted on another, because the question being asked is not the same question.
The picker shows a file’s current review state so the choice is informed — a red or amber dot means that file already has a problem or has not been looked at yet.
What is not built yet
Section titled “What is not built yet”This is worth stating plainly, because the design intends more than currently runs.
No expiry checking. The reuse ranking is written to warn you that a document has expired, or is close to expiring, before you attach it. Those warnings do not fire today: no expiry date is recorded on a stored file, so there is nothing for the check to compare against. For any document type where expiry matters, check the dates yourself before reusing a file. An expired passport in the picker looks exactly like a current one.
No “best fit” recommendation on expiry-sensitive types. Because of the same gap, a single candidate is never promoted as the recommended choice for a type whose reuse rules mention expiry. You will see the list without a suggestion.
No automatic attaching. Nothing is attached on your behalf. Every reuse is chosen by a person.
Nothing to configure. There is no setting that turns reuse on or off, and no per-file control over whether a document is offered for reuse. The Saved files tab either has candidates or it does not.
Related
Section titled “Related”- Your document vault — everything held for you, in one place
- Review and verification — what a fresh review on a reused file involves
- Supported files and limits — constraints that apply on every upload
- Cases — the requirements a saved file is attached to
Frequently asked questions
Will Lexpoint attach my saved documents to a new case automatically?
No. Nothing is attached without someone choosing it. Every reuse is a deliberate action — you or your representative open the Saved files tab, pick a file, and confirm.
Does a reused file skip review?
No. Attaching a saved file starts a fresh review against the requirement you attached it to. A file accepted once is not automatically accepted everywhere.
Why does the Saved files tab say I have no saved files?
Saved files are matched to the person a document is about. If the applicant on the requirement is not yet connected to a Lexpoint account or a family member record on your case, there is no person to match against and the list comes back empty. Uploading normally still works.