Document Capture Facility V2 Overview

Please note: This guidance is for those schemes that have the version 2 set-up of the document upload enhancement. If you have version 1 of this set-up please refer to the version 1 help guides here: https://locataprocbl.helpsite.com/categories/14750-document-capture-facility

This process explains how applicants can upload documents to their Locata application from their smart phone or a computer.

Currently applicants have to bring in or send in their documents to be scanned which means that the scanning, rescanning or attaching documents to customer records is very resource intensive. By creating a facility so that applicants can upload documents directly to the journal, via a mobile friendly website, will save staff a considerable amount time and improve the customer experience. Applicants will also be given the easiest route for them to upload their documents. By far and away the easiest method for most applicants will be to upload the documents is to photograph them using a mobile phone. To enable these changes are made the to the public website, the LocataPro back office and the online form help to ease the process.

Once customers have completed this process a task is created to inform staff that the required documents have been uploaded. Staff can then contact the applicant to advise if any further documentation is required.

The overall aim of this process is to improve the customer experience and reduce the amount of staff time required to receive, process, and manage documents.