2.10 Documents

WhoCredit Assistant (upload), Credit Officer (verify or reject)

WhereFarmer profile › Documents tab

Permissionfarmer.update to upload and delete. document.verify to verify or reject

FilesPDF, JPG or PNG, up to 20 MB

The Documents tab holds the farmer's supporting papers: identity proof, land records, statements, insurance policies, sale receipts and more. Each document is reviewed once by an officer, who either verifies or rejects it. Verified documents are what other parts of SaakhSetu rely on as evidence, such as income verification and loan classification.

The arrow points to Upload document. Documents are grouped by category, and each row shows its status and the View, Download and Delete icons. The Sale Receipt in this example is linked to a sale.

Document lifecycle

flowchart LR
    U[Uploaded] --> P[Pending verification]
    P -->|Officer accepts| V[Verified]
    P -->|Officer rejects<br/>with a reason| R[Rejected]
    V -.->|Expiry date passes| E[Expired]
    P -.->|Expiry date passes| E

Status	Meaning
Pending verification	Uploaded, waiting for an officer to review it
Verified	An officer confirmed the document
Rejected	An officer rejected it. Hover over the tag to see the reason
Expired	The document's expiry date has passed. Applies whatever its review status was

Upload a document

1. On the Documents tab, select Upload document.
2. Choose the Document type.
3. Select Choose PDF / JPG / PNG (max 20MB) and pick the file.
4. Optionally, link it to a loan, insurance policy or sale in Link to.
5. If asked, enter the Expiry Date.
6. Select Upload. You see Document uploaded. It appears as Pending verification.

Field	Required	What to enter	Rules
Document Type	Yes	What the document is	See the list below
File	Yes	The scanned or photographed document	PDF, JPG or PNG only, up to 20 MB. SaakhSetu checks the file's real content, so renaming another file type does not work
Link to	No	The loan, insurance policy or sale this document supports	Default is No link (farmer-level document). A document can be linked to only one record
Expiry Date	Yes, only for document types that expire	When the document stops being valid	Today or later. Shown only for types with an expiry

Document types

Category	Document types
Identity Proof	ID Proof
Land and Ownership	Land Record, Yield Certificate, Soil Health Card, NABL Lab Report
Financial	Bank Account Statement, Loan Account Statement, Previous Loan Document
Insurance	Insurance Policy Document (requires an expiry date)
Other	Sale Receipt, Purchase Invoice, Contract Farming Agreement, J-Form/Sale Slip, FPO Certificate

Use each sale's own receipt

If you upload a file that is already attached as the receipt for another sale, SaakhSetu warns you that it will not count as verification evidence for this sale. Attach the receipt that belongs to this sale.

The document list

Documents are grouped by category in collapsible panels, for example Financial (3). Within a category, uploads of the same type are grouped with the newest first. Older uploads and expired documents are shown faded.

Column	Meaning
Type	Document type
File	The original file name
Size	File size in KB
Status	See Document lifecycle
Expiry Date	Expiry date, or -
Uploaded	When it was uploaded
Linked to	The loan, policy or sale it supports, or -
Actions	The icons below

Action	What it does	Available to
View (eye icon)	Opens the document in a new browser tab. The link works for 10 minutes	Everyone who can see the profile
Download	Downloads the file	Everyone who can see the profile
Verify or reject (shield icon)	Opens Review Document	document.verify, only while Pending verification and not expired
Delete (bin icon)	Removes the document from the list	farmer.update

Verify or reject a document (Credit Officer)

The window opens from the Verify or reject (shield) icon on a document that is Pending verification, as with the ID Proof in the list behind it. Compare the preview with the farmer's details, then choose Accept or Reject.

1. Select the Verify or reject (shield) icon on a pending document. Review Document opens with a preview of the file.
2. Compare the document with the farmer's details.
3. To verify: select Accept, then Confirm Verification. You see Document verified.
4. To reject: select Reject, explain why, then select Confirm Rejection. You see Document rejected.

Field	Required	Rules
Rejection reason	Yes, when rejecting	Up to 250 words. A word counter is shown

A review is final

Each document is reviewed once. A verified or rejected document cannot be changed back. If a document was rejected, or a better copy is needed, upload a new file: it becomes a new pending document, and the older one stays in the list, faded.

Expired documents

An expired document can no longer be verified or rejected. Upload a current copy.

Delete a document

Select the bin icon and confirm Delete. The document disappears from the list. Deletion is recorded, and support can restore the document if needed.

Replace instead of delete

To correct a document, upload the new version rather than deleting the old one first. The history of what was submitted and reviewed stays visible.