Dashboard
Documents
New
Operations Admin
Priya (WC-OPS)
Sidebar: expanded · Search available on desktop
Admin
Documents
New
Create Documents
Create a new Documents record with complete business fields.
5 Jul 2026, 4:23 am
Save Draft
documents
Create — documents
Module-specific fields
Document upload
Entity
Borrower
Co-borrower
Asset
Legal
Loan Application
Category
KYC
Income
Property
Legal
PD
Operations
Document name *
Expiry date
Remarks
Save draft
Create
Cancel
Module checklist
After save
Fields match the
documents
workflow only
Submit saves locally (mock) — connect API in phase 2
Use list screen to open full case workspace when available