How Fetch checks each file

A wrong file found a week later costs you another round of emails. So Fetch checks each upload the moment it arrives, while the person is still on the page.

What Fetch checks

• Is it the right kind of document? A bank statement when you asked for a bank statement, not a utility bill.
• Can it be read? Not a blank page, and not a blurry scan.

Fetch is easygoing about format. A photo of a receipt is fine if it's clear.

When a file passes

1. The client sees Received and checked.
2. The item shows Received in your conversation.
3. Fetch adds a note, like: Received "Bank statement": it looks right.

When a file isn't right

1. The client sees a short, polite reason, like "This looks like a bill, not a bank statement."
2. Their button changes to Upload a new file, so they can fix it right away.
3. In your conversation, the item shows Needs a new file, with the reason.
4. Fetch adds a note saying what looked wrong.
5. The next reminder lists the item again, with the reason.

Good to know

• Fetch doesn't check dates or names yet. A statement from the wrong year, or for someone else, can still pass. Give each file a quick look.
• If Fetch can't check a file at all, it leaves a note asking you to open it and review it yourself.
• Every upload is saved in Documents, even ones that didn't pass. Click Download to see it.
• Fetch got it wrong? Click Accept anyway next to the item. It counts as received, reminders stop for it, and the timeline records that you accepted it.