Document vault
Upload and track qualification documents from the people portal: status badges, replace a file, and wait for planner verification.
Outcome
You open Document Vault, read the summary and row statuses, upload or replace a file without opening planner-side qualifications, and know when to soft-continue to Resource qualifications.
Who it's for
Resource
Prerequisites
- Resource role with portal access
- Company has at least one qualification that requires a document (staging helps)
Steps
- From My Dashboard or the Resource sidebar, open Document Vault (`/resource-portal/document-vault`). Subtitle: Upload qualifications and track verification status. Home may show a Document Vault card with Open Document Vault when mandatory uploads are still missing.
- Read the summary line when requirements exist: Required documents uploaded counts, plus cues for mandatory missing, pending review, and rejected. Empty staging still teaches the chrome: No qualification documents uploaded yet.
- Under Upload new document: Select qualification (Mandatory only / category filters as shown; already assigned qualifications are not listed), optional Expiry date (Leave empty for none), Choose file (PDF, DOC/DOCX, PNG/JPG/WEBP; max 10 MB), then Upload document. Do not invent planner-side qualification definitions here: soft-link Resource qualifications for how companies define required evidence.
- In the list, each row shows the qualification name, Mandatory when applicable, Category / Service, file name or No file uploaded, and a compliance badge: Verified, Pending verification, Expiring soon, Document expired, or Rejected (with Reason notes when rejected). Verified on … appears after planner review.
- Use Download to keep a local copy. Replace file resets verification to pending (product confirms before continue): upload a clearer scan after a rejection rather than waiting indefinitely. Soft continue: Resource qualifications (planner hub). This finishes the Resource portal cluster.