Managing Documents in VA 2.0

Access and Upload

• Consumers can access documents they have permission to view and upload new documents.

• Accepted document formats include JPEG, JPG, PNG, BMP, TIFF, PDF, TXT, XLSX, XLS, and DOCX, with a size limit of 15MB.

Document File Mask

Document File Mask: Allows consumers to view files matching the entered mask and those marked as "VA Visible" within their account.

If no input is provided, access to all files will be restricted.

Constructing Document File Masks with AI Tools

AI tools can be helpful when trying to construct Document File Mask. For instance, if your file names begin with specific prefixes such as BLAH, NEATO, or LETTER, you can instruct the AI to generate a Java Regex pattern for filtering filenames starting with these prefixes.

To do this, simply ask the AI to "create a Java Regex pattern that filters filenames starting with BLAH, NEATO, or LETTER." The AI's response, when used as a file mask in ACE, would be: ^(BLAH|NEATO|LETTER).*

Manually Set Document Visibility

You can also manually do it while in an Account, under Documents. You can check the document you want to reveal and go over the right side under “Apply Action” and click either “Virtual Agent Allowed” or “Virtual Agent Disallowed”:

VA 2.0 URL for Consumer Download

The VA URL column on the Account Document page generates a shareable link, allowing agents to provide consumers with direct access to specific documents via text or email.

To add the VA URL column, right-click, select "VA URL," and click Apply.

Note

The document must be marked as “visible” for the VA URL to be generated.