The office verification

The official documents the EstateOS team reviews before the office's site opens to visitors, and where each stands.

What it is for

Each document proves one of the office's official details. The EstateOS team reviews them one by one, and the site does not open to visitors until every one asked for is approved. The dashboard and the trial work meanwhile.

Who uses it

The page opens for whoever holds “View verification documents”, to look only, or “Send verification documents”, to work in it. In the built-in roles: Owner, Manager. They are granted to any role under Settings → Roles and permissions.

Step by step

1. Open the page to see the documents asked for and where each stands.
2. Choose the document's file, type its number and expiry where they are asked for, and send it for review.
3. Wait for the approval, or the reason it was sent back, on the page and in the owner's mail.
4. If it is sent back, fix what the reason names and send a new version.
5. Before a document expires, send its renewal.

How it works

Which documents are asked for depends on the office's country and billing details: a VAT number typed means its certificate is asked for. Every submission is a new version; the one approved before stays in force until the new one is approved, so the site never stops during a review, and if the new one is sent back the approved one stands. The owner is warned 30 and 7 days before a document expires; after the expiry the site stays open for 14 days, then closes unless a renewal was sent. If the billing details an approved document proves are changed, the new document is asked for on the same terms. The files are private, on no public address: only the office's team and the reviewers open them, and they are destroyed with the office's account. Every submission and withdrawal is written to the action log by the document's kind and version, never its number or its file.

On the page

• The documents asked for, and where each stands: not sent, in review, approved, or sent back with its reason.
• Send the document for review once its file and what it asks for are in.

Questions

When does the site open?

When every document asked for is approved and the other publishing steps are done.

We changed our VAT number. Does the site close?

No: the approved document stays in force for 14 days. Send the new certificate meanwhile.

Who sees the files?

The office's team members given this page, and the reviewers. They never show on the site or on a public address.