Document Management

Keep all collection-related documents organized and accessible. Catchpole’s Document Management system lets you upload, categorize, and track documents associated with claims and customers.

Document Types

Common documents you’ll manage:

• Validation letters — debt validation notices
• Payment agreements — signed payment plan documents
• Correspondence — letters sent and received
• Legal documents — court filings, judgments
• Identity verification — proof of identity documents
• Supporting evidence — invoices, contracts, statements

Uploading Documents

From the Documents page or a customer’s detail view:

1. Click Upload Document
2. Select the file (PDF, images, Word documents supported)
3. Choose the document type/category
4. Associate it with a claim or customer
5. Add notes or description

Document Features

• Search and filter — find documents by type, customer, or date
• Preview — view documents inline without downloading
• Version tracking — see when documents were uploaded and by whom
• Audit trail — complete history of document access and changes
• Bulk upload — upload multiple documents at once

Access Control

Document access respects your role-based permissions:

• Owners/Admins — full access to all documents
• Managers — access to documents in their scope
• Collectors — access to documents for their assigned customers
• Clients — read-only access to relevant documents