iDoc Sorter: How Documents Flow

iDoc Sorter: How Documents Flow A workflow diagram generated by Archify. 01 / Receive + Read 02 / Client Folders + Dashboard EX / Staff Review Receive Read + decide File + check Agent · sends ~10 files · Receive + Read › Receive Agent sends ~10 files WhatsApp Link · agent numbers only · Receive + Read › Receive WhatsApp Link agent numbers only Read Document · PDF text + OCR · Receive + Read › Read + decide Read Document PDF text + OCR Two Readers · rules + local AI · Receive + Read › Read + decide · must agree Two Readers rules + local AI must agree File + Rename · CLIENT_Type_Period · Client Folders + Dashboard › File + check File + Rename CLIENT_Type_Period Dashboard · SOP + salary check · Client Folders + Dashboard › File + check Dashboard SOP + salary check To Check · unsure: wait · Staff Review › Read + decide To Check unsure: wait Staff Assign · one click · Staff Review › File + check Staff Assign one click moved every 2 min WhatsApp sure unsure Legend Staff screens Reading Safety check WhatsApp Client folders Agent

Sorted Automatically

  • • Client found by IC or name; new clients created when sure
  • • Type, period and IC learned from each document
  • • 8 folders: Bank Statement, EPF, Payslip, Rental, Tax, Company, IC, Other

Never a Wrong Folder

  • • Readers disagree, two people, unreadable: To Check
  • • Signing officers, payer companies and form labels are never clients
  • • AI offline: file waits, never lost

Dashboard Checks

  • • SOP detected per client with missing documents
  • • Payslip net pay must match a bank credit, to the sen