Documents, Contracts, and Invoices¶
Documents Workspace¶
The documents workspace manages customer files and compliance-ready records.
Main capabilities¶
- search by filename/uploader text
- filter by category
- monitor expiry (all, expiring soon, expired)
- open in-app viewer and download files
- upload single file with metadata
- bulk upload multiple files
- view version history and restore an older version marker
Document tabs¶
- All Documents
- Categories
- Recent Uploads
- Contracts (embedded contract management view)
Upload constraints¶
- max upload size: 10 MB per file
- accepted types: PDF, Office docs/sheets, images, text, zip
- visibility options:
PUBLIC,PRIVATE,RESTRICTED
Contracts¶
Contracts can be handled directly from customer portal.
Contract actions¶
- filter by status and signature state
- search by contract attributes
- open details drawer
- preview PDF in-app
- download contract PDF
- sign in-app (digital signing flow)
- upload signed copy manually
Contract KPIs¶
The page summary includes:
- total contracts
- pending signature
- signed
- expiring soon
Invoices¶
Invoice workflows support both individual and grouped payment operations.
Invoice actions¶
- search and status filtering (
UNPAID,OVERDUE,PAID,DRAFT,CANCELLED) - view invoice detail and line items
- download/export invoice documents
- pay a single invoice
- pay multiple selected payable invoices in one batch
Payment methods¶
- mobile money
- bank transfer
- card payment
Payment output¶
After successful payment, a receipt view is generated with:
- receipt number
- timestamp
- amount/currency
- payment method
- invoice reference