Sheaf
How filing works
Every document in a case is filed against the case's expected document list. The run suggests where each belongs; a person decides, or a workflow does.
Filing puts a document where it belongs: against one requirement of the case's expected document list. A W-2 is filed under "W-2 Forms (last 2 years)", a pay stub under "Pay Stubs — Last 30 Days". When every requirement has its document, nothing is missing.
Who decides
- The run suggests. When a run lands, each document it found carries a suggestion: the requirement it matches, or none when it matches nothing on the list.
- A person decides. Approve the suggestion, file the document under another requirement, keep it off the list, or reject it. Each decision is recorded with the role of the person who made it.
- Or a workflow decides. With a workflow attached at the gate, the run files what it recommended by itself, and the ledger records those decisions as made by Workflow.
Until someone decides, a suggestion counts for nothing. The requirement stays open.
What a document's second line says
Every list of documents shows each document's own name first, then one line that says where it stands.
| Second line | Meaning |
|---|---|
| 17 pages · Suggested: Grant Deed (recorded) | The run matched it. Nobody has decided yet. |
| 17 pages · Matched to Grant Deed (recorded) | A person or a workflow filed it there. |
| 1 page · Matched to Disclosure Acknowledgments (incomplete) | Filed, and a better copy is requested. |
| 5 pages · Rejected for Preliminary Closing Disclosure | A person refused it for that requirement. Nothing was filed. |
| 3 pages | It matches nothing on the list, was kept off the list, or is archived. |
Example: you approve "17 pages · Suggested: Grant Deed (recorded)", and the line becomes "17 pages · Matched to Grant Deed (recorded)".
What filing produces
- A saved copy. A PDF cut from the uploaded file, stored with a text version that records where every page came from. It is named after the requirement and the document's date, such as
pay_stubs_2026_08_31. A document kept off the list is saved asunmatched_<name>_<date>. - A ledger row.
document.approved,document.approved_incompleteordocument.rejected, saying who decided and under whose sign-in. See the ledger. - Progress. The requirement now counts in Matched Docs.
Where you can file
| Where | What you file there |
|---|---|
| Documents, a Case Filing page | Any document in the case, row by row. See the Documents page. |
| Research: the Documents window and the document viewer | The document you are reading. |
| Register, Triage and Workfile | The document filed under a requirement that carries a flag to resolve. |
| Doc Review | One document at a time, with the tools to split, merge and move pages first. See Doc Review. |
The decision is the same everywhere and is recorded the same way. See file a document.