Your document vault

Documents at my.lexpoint.io/app/documents is the single place every file on your cases is listed. The page describes itself as Your uploaded files and submission packages, and that is exactly the split: what you provided, and what Lexpoint produced from it.

The page is read-only. You can open a file or download it, but files are added on the case they belong to — see the Cases section.

Before you start

Documents becomes available once you have an active case. Before that, the page shows a short message — Documents are available once you have an active case — with a Create a Case button.

How the page is organized

Files are nested three levels deep, as collapsible folders:

Level	What it is	What the label shows
Case	One folder per case you are on	Case #<number>, then the case type. The case number links to the case itself. A count on the right shows the total files inside.
Applicant	One folder per applicant on that case	The applicant’s name, a status pill, and the number of files.
File	One row per file	The file name, with View and a download arrow.

Everything starts collapsed. Click a case to expand it, then an applicant to see their files.

Only cases where you are the principal applicant or a case member appear, and archived cases are left out. If your case includes a spouse or children, each of them gets their own applicant folder inside the case — the vault is organized by whose document it is, not by who uploaded it.

The Documents page with one case expanded, showing applicant folders and the files inside.

In Progress and Finalized

Each applicant folder carries one of two pills, and the pill decides what is listed underneath.

In Progress (amber) lists the working files for that applicant:

• Every file attached to a document requirement on their application, listed under its original file name.
• Every form Lexpoint has generated for them, labelled with the form code followed by (generated) — for example IMM5257 (generated).

Finalized (blue) replaces that list with the finished output:

• Submission Package v1, v2, and so on — the consolidated package, with its version number.
• The individual bundles that make up the package, each named after the section of the application it covers.

Once an application is finalized, its working files are no longer listed here. The package and its bundles are what the folder shows.

Why the list changes

An application in progress is a pile of separate files, and the useful question is “what have I provided so far”. A finalized application is one assembled package, and the useful question becomes “what was actually submitted”. The page answers whichever question applies.

Opening and downloading a file

Hover a file row — on a phone the buttons are always visible — and two actions appear:

• View opens the file in a new tab.
• The ↓ arrow downloads it.

Both go through Lexpoint rather than exposing the storage location, so a link copied out of the address bar is not a way to share a document with someone who does not have access.

What is not here

The vault lists files that are attached to an application on a case. Two things follow from that:

• A file you have not attached to anything — because a requirement was never created, or the upload did not finish — will not appear.
• A case with no application, or an application with nothing attached yet, shows No documents uploaded yet under the applicant.

If a file you uploaded is missing from this page, the place to check is the case it was uploaded against.

Related

• Cases — where files are attached, reviewed, and finalized
• Supported files and limits — what you can upload, and how large
• Review and verification — what happens to a file after it arrives
• Account and access — who can see your file, and how sharing works