On this page you see all documents an applicant has submitted — grouped by document type, with AI verification status and quick access to preview, download, and re-processing.
What Locari does automatically here: Classify documents, extract values (income, employment duration), verify authenticity, and cross-check applicant statements against document contents. What you decide: Manually confirm or reject documents, reassign misclassified documents, escalate suspected fraud.
Common Tasks
- Upload a document
- Re-run AI analysis
- Manually correct a document type
- Delete a document
- Understand verification status and fields
- Review the change history
For all applicants at once, switch to the Applicant List — filter by listing, phase, and date range, sort by name, application date, or last update.
How to
Upload a document
- Open the Documents tab in the applicant profile → click Upload.
- Drop the file into the dropzone or select it via the file browser.
- Locari automatically classifies the document and starts the AI analysis.
Example: Applicant Müller sends a pay slip as an email attachment — Locari detects the attachment and creates the document record automatically, with no action required from you.
Supported formats: PDF, JPG, PNG, DOC, DOCX — up to 50 MB per file.
Re-run AI analysis
- Open a document with status Error.
- Click Re-process (the arrow icon).
- Locari resets the status to "Processing" and re-runs classification and verification.
What the AI does when re-processing: Resets the classification, repeats extraction (net income, employer, date), and recalculates the match against the applicant's stated information. When to step in: If analysis fails after two attempts, select the document type manually from the dropdown — this triggers a new processing run automatically.
Manually correct a document type
- Click a document with status Error.
- Open the Document type dropdown and select the correct type.
- Locari marks the document as "Manually classified" and automatically starts a new analysis.
Delete a document
- Click the trash icon next to the document.
- Confirm the deletion in the confirmation dialog.
- The file and its history entry are permanently removed.
Views and Fields
Summary statistics
Four key figures at a glance:
- Total — number of all uploaded documents
- Verified — documents confirmed manually or by AI
- From emails — documents Locari automatically extracted from incoming emails
- Total size — combined file size of all documents (e.g., 4.2 MB)
Document list
Documents are grouped by type. Per document you see:
- File name and file size
- Upload date
- Source: uploaded manually or received via email
- Verification status (badge, see below)
- Quick actions: preview, download, re-process, delete
Document types
The AI automatically recognises and classifies the following types:
Identity:
- ID card
- Passport
Income and employment:
- Proof of income (pay slips, pension statement, welfare certificate)
- Employment contract
- Bank statement
- Tax return / BWA (self-employed)
Creditworthiness:
- SCHUFA (German credit report)
- Certificate of no rent arrears
Rental history:
- Rental history
- Reference letter
Other:
- Self-disclosure form
- Guarantor form
- Insurance proof
- Other
Verification status badges
| Badge | Meaning |
|---|---|
| Verified (green) | Confirmed manually by a team member |
| AI verified (blue) | AI assessed authenticity as positive |
| Manually classified (orange) | Type assigned manually, analysis running |
| Processing (yellow) | AI analysis currently in progress |
| Error (red) | Analysis failed — action required |
| Pending (grey) | Uploaded, analysis not yet started |
What the AI extracts during verification: Net income (e.g., 2,800 €), employer, employment duration, SCHUFA score, document validity. When it escalates: If the fraud score exceeds 50 % or verification fails, the status switches to "Error" with a tooltip explanation — you decide whether to accept the document or request a replacement.
Audit and History
The History tab (in the applicant profile) records every document activity chronologically:
- Upload (team member by name, or "Received via email")
- AI classification and extraction (timestamp + result)
- Manual type corrections (actor + old/new type)
- Re-process requests (who triggered it, when)
- Deletion (actor + timestamp)
Retention: Documents and history are kept until the selection process is complete. After rejection or withdrawal they are deleted in accordance with the GDPR retention period (90 days). Manual deletion removes the file and history entry immediately and irreversibly.
Note: Do not delete documents during an ongoing review — the audit trail will be lost. For legal records, export the document first or add a note.
💬 Also via WhatsApp: Just ask Locari "Request the payslip from the Müller family" — Locari sends the request to the applicant and files the incoming documents automatically. → Locari via WhatsApp
Good to know
- Upload, type correction, re-processing, and deletion are available to all team members. Deletion removes the file and its history entry irreversibly.
- For an overview across all applicants switch to the Applicant List — filter by listing, phase, and date range, sort by name, application date, or last update.