Document Management
Manage and organize client documents
Total Documents
1,284
+24 in the last 30 days
Storage used4.2 GB / 10 GB
Document Types
65%
PDF
20%
Images
15%
Office
PDF
Images
Office
Document Status
842
Verified
156
Pending
42
Expired
65% Verified12% Pending3% Expired
Client Coverage
94%
Clients with complete documentation
Clients with missing documents12
Document Expiry Alerts
Documents that require attention
Expired Documents
5 documents have expired in the last 30 days. Review them immediately.
Expiring Soon
12 documents will expire in the next 30 days. Take action to renew them.
Upcoming Renewals
8 documents are scheduled for renewal in the next 60 days.
Document Activity
Recent document activity and updates
SJ
Sarah Johnson uploaded passport_scan.pdf for John Smith
Today at 10:30 AM
MB
Michael Brown verified visa_application.pdf for Emily Davis
Yesterday at 3:45 PM
JW
Jessica Wilson updated travel_itinerary.docx for Robert Taylor
May 3, 2023 at 11:20 AM
DA
David Anderson added a new version of bank_statement.pdf for Lisa Martin
May 2, 2023 at 2:15 PM
Recent Documents
Recently uploaded and modified documents
| Document | Client | Category | Uploaded | Size | Status | Actions |
|---|---|---|---|---|---|---|
passport_scan.pdf | John Smith | Passport | 2023-05-04 | 2.4 MB | Verified | |
visa_application.pdf | Emily Davis | Visa Application | 2023-05-03 | 3.8 MB | Pending | |
travel_insurance.pdf | Robert Taylor | Insurance | 2023-05-03 | 1.2 MB | Verified | |
passport_photo.jpg | Sarah Johnson | Photo | 2023-05-02 | 0.8 MB | Verified | |
bank_statement.pdf | Lisa Martin | Financial | 2023-05-02 | 4.2 MB | Pending | |
flight_reservation.pdf | Michael Brown | Travel | 2023-05-01 | 1.5 MB | Verified | |
hotel_booking.pdf | David Wilson | Accommodation | 2023-04-30 | 1.1 MB | Expired |
Document Reminders
Upcoming document deadlines
Passport
10 days
Expires: 2023-05-15
Client: John Smith
Visa Application
7 days
Submit by: 2023-05-12
Client: Emily Davis
Travel Insurance
15 days
Renewal: 2023-05-20
Client: Robert Taylor
Bank Statement
5 days
Review by: 2023-05-10
Client: Lisa Martin
Hotel Booking
3 days
Expires: 2023-05-08
Client: David Wilson