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.

A file mask is a pattern used to specify which files can be accessed based on their names and extensions. The format in the image illustrates how to define multiple file types using a pipe (|) to separate different patterns.

For example, the following file mask indicates that files with extensions .JPG, .CSV, .DOC, .TXT, and .txt will be visible to the consumer.

Important Note: The Document File Mask is case-sensitive. This means that filenames must exactly match the specified case in the mask for the files to be visible. For instance, a mask of *.JPG will not match a file named example.jpg.

If no input is provided, access to all files will be restricted, ensuring that only explicitly defined files are available to users.

Constructing Document File Masks with AI Tools

AI tools can assist in creating Document File Masks. To generate a Java Regex pattern for your filenames, follow these steps:

1. Open the AI Tool.

2. Enter the prompt: "Create a Java Regex pattern that filters filenames starting with BLAH, NEATO, or LETTER."

The AI will respond with a pattern that can be used in ACE, such as: ^(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.