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Documents
Learn about the different document storage tools available within your Envoy account, as well as some tips on using those tools to stay organize and keep important documents ready for use.
Where should I upload my documents?
How do I know if a document is required for a case?
What if I don’t have a document that is requested?
How do I know if a document I uploaded is sufficient?
How do I replace, delete, or download a document?
What type of document files can I upload?
How secure are my documents in the Envoy platform?
Where should I upload my documents?
Supporting Documents
If there is an active case in your Envoy account, the best place to provide or view documents is in the Supporting Documents section, within the case overview. Documents uploaded to the Supporting Documents will be reviewed by the legal team. Additional document placeholders may be added if the legal team requires more documentation to prepare the filing.
You can upload documents at any time during case processing to the Supporting Documents section. After the case is submitted for initial review, the legal team will be notified whenever a new document has been uploaded to the case.
If you need to upload a file that does not have a corresponding placeholder, please contact Envoy Customer Experience.
Questionnaire Placeholders
When completing the case questionnaire, some sections will prompt you to upload documents. These placeholders help to highlight documents that will be required from you for case processing. Documents uploaded to a placeholder in the questionnaire will also appear within the placeholder located in the Supporting Document section.
Document Library: Personal Documents
If you do not have an active case, please refer to your Document Library. You can upload documents to the Personal Documents folder; the documents provided here will automatically populate into the corresponding placeholder of any future cases opened in your account.
What is the Document Library?
The Document Library is a storage tool for all documentation uploaded to your Envoy account. This library should be used exclusively for document storage as any documents needed for an active case will be requested directly in the Supporting Documents section of the case.
You’ll notice separate folders within the Document Library:
Personal Documents: If a case is not yet opened in your Envoy account, use this section to store relevant documents. Any documents visible here are saved to your account profile and should always populate into the appropriate placeholders of any future cases opened for you.
If your company has recently begun working with Envoy, the Onboarding team may upload documents transferred from your prior counsel. While the placeholders in the Personal Documents folders aren’t required, it’s beneficial to ensure your relevant documents remain updated and readily available to avoid delays once a case is opened for you.
Note: The legal team does not actively review documents uploaded directly to the Document Library. If you need the legal team to review any document, please make sure you upload it to the specific case. If you do not have an active case, you should notify the legal team on your Communication Center of the specific document you’d like them to review and where it is located.
Case-Specific Documents: Any documents uploaded directly to a case will be saved in the specific case folder within the Document Library. These will include any Supporting Documents and Reference Documents which have been made available for you to view.
Dependents: If you have dependent(s) and a profile has been created for them, then a folder will become available in the Document Library to store their relevant documents.
When a case is open and active in your account, the best place to upload (and find) documents is in the Supporting Documents section, at the bottom of the specific case Overview section.
How do I know if a document is required for a case?
Any documents required will be indicated as Required for Case Processing in red. If a document is required, you will also see the request to upload the document when you click to view all action items within a case. You will know when all required items are completed when your Progress Wheel reflects 100%.
If a document does not contain a red Required for Case Processing tag, then it will not prevent a case from moving forward. During the initial Information Gathering stage of a case, you will find that most Supporting Documents are optional, and the legal team will add and remove document requests during the initial review stage. That said, it is always best to upload as many documents to the case which apply to you so that the legal team has as much information as possible to prepare a case. This will help prevent future requests for documents and avoid any delays in case processing.
What if I don’t have a document that is requested?
If a case is in the initial stages, then it’s fine to leave document requests blank if they do not apply to you. When a case is opened, the platform will request a general list of documents that are needed for that case type. So long as the document is not designated as required, leaving the requests blank will not prevent the case from moving forward. After the legal team completes their initial review, they will edit the list of document requests for you specifically, removing what they do not need, and adding anything else that they require.
If you feel a required document request is incorrect, or if you do not have that document, please contact Envoy Customer Experience.
How do I upload a document?
To upload a document, drag and drop your documents to the appropriate placeholder, or click on the placeholder directly to be prompted to upload a document from your browser. Please know that the method to upload documents within the questionnaire, Supporting Documents section, and the Document Library is the same across your account.
If a document is already uploaded to a placeholder, and you would like to upload additional documents, you can follow these same instructions. The placeholder might be outlined in blue or green if a document is already in the placeholder, but the platform will allow you to upload additional documents by following the same action.
Note: There are instances when document placeholders will be locked. Reference Documents are always locked for customer upload, and all placeholders will lock when a case is marked as Complete. If these placeholders are visible to you, you should always be able to download the items there.
If you need any assistance uploading a document to your account, please contact Envoy Customer Experience. The team cannot receive any attachments by email, so we ask you do not send them documents directly.
How do I know if a document I uploaded is sufficient?
When any document is initially uploaded to a case, the placeholder will turn blue to reflect that the document is pending legal review. When the document turns green, this means it has been approved by an attorney.**
If the legal team marks a document Incomplete, it will appear as if it is empty (with options to view what is already there). The legal team may also leave a note for you on a document to ensure you know what else is required for that item. Should the legal team require any additional documentation to support the application, they will update the case to reflect any new documentation required. If you are unable to provide additional documents for the legal team, or if you have any questions, please contact the team on your Communication Center.
Note: As cases are prepared, the legal team’s needs may change. If further action is required on a previously Attorney-approved item, you will be notified.
How do I replace, delete, or download a document?
If you have an updated document to upload to your account, you have the option to upload additional documents (by clicking/dragging into the placeholder). You can use the drop-down menu of the placeholder to replace or archive the old document if you prefer.
When there is a document uploaded to a placeholder, you will see an option to expand the documents uploaded there.
Next to each document uploaded, you will see the icons with the options to:
- Replace: Clicking this option will prompt you to upload a new document from your browser which will replace the document you have indicated.
- Download: The cloud icon allows you to download the item available.
- Archive: You can archive the indicated document.
What type of document files can I upload?
The Envoy platform supports these file types:
.bmp, .doc, .docx, .eml, .gif, .htm, .html, .jpeg, .jpg, .msg, .pdf, .png, .ppt, .pptx, .pub, .rtf, .tif, .tiff, .txt, .vsd, .vdx, .xls, .xlsx, .xml
If you need to upload a type of file that is not supported, we suggest converting it to a supported file type and then uploading it. Please know that if you have any documents that are encrypted or password protected, please remove the restriction before uploading for review. Any encrypted documents will be inaccessible for the legal team.
NOTE: File upload limit is 150 MB
How secure are my documents in the Envoy platform?
The Envoy Global platform complies with GDPR, CCPA, and EU-US Privacy Shield Certified. For more information on the platform’s security, we encourage you to check out this Immigration Platform Security Overview page:
To ensure your legal documents remain secure, Envoy Global will only share documents and information through your Envoy account. We cannot accept or send documents via email. If you need help accessing or uploading documents in your Envoy account, please contact Envoy Customer Experience.