My Vault on mobile

What the mobile Vault shows

The mobile Vault is the read-only phone view of the same document pipeline the web Vault page shows: every invoice, estimate, certificate, scorecard, and statement Verinode has on file for you, plus what Verinode has read out of each one. Nothing is calculated differently here. It is the same documents and the same numbers, reflowed into a single scrolling stack instead of the web page's hero panel and tile rows.

Verinode does not file or organize these documents for you by hand. It reads whatever flows in, forwarded emails, uploads, connected tools, works out what kind of document it is and which vendor, carrier, or job it belongs to, and surfaces the result here. You confirm the uncertain ones; Verinode never decides on its own where a document belongs.

Where to find it

Open Business, then Data (the route is /m/business/data). The page has four parts, top to bottom: an intro line, a review queue prompt (only when something is waiting), a grid of headline stats, and a Recent uploads list.

The intro line

At the top of the page, a line of text reads:

Every document Verinode has on file for you. Tap Add Data in the top bar to forward a new doc.

Add Data is the capture button in the mobile top bar. It opens the same intake flow used everywhere on the platform: drop a file, snap a photo, paste text, or forward an email. See Forwarding documents and Connecting your data for the ingestion channels themselves; this article only covers what the mobile Vault page shows once documents are in.

The review queue prompt

Just below the intro line, a copper-tinted banner appears only when at least one document is waiting in the review queue: documents Verinode could not classify or match with full confidence, so it queued them instead of filing them under a possibly wrong vendor or job. The banner reads:

• Eyebrow: Review queue
• Body: "N document(s) waiting" (singular "1 document waiting" for exactly one)

Tapping it opens /m/business/data/review, the mobile review queue. From there you can confirm Verinode's best guess, edit the entity, or discard a document, and you can run Confirm all suggestions or Discard all on the whole batch at once. Per-row entity reassignment (picking a different vendor, carrier, or job from a search field) is web-only for now; each row on mobile carries an Open on web link for that. See The review queue for the full mechanics of confirming, editing, and discarding.

When nothing is waiting, this banner is absent entirely, there is no "all clear" placeholder in its spot, the stats grid simply starts right after the intro line.

The stats grid

Below the review queue prompt (or directly below the intro line, if nothing is waiting), a two-column grid shows up to five figures:

• Total documents. Your document count, drawn from your most recent 200 documents, newest first. If your Vault holds more than 200 documents, this number reflects that most recent batch, not your all-time total, the web Vault's Uploads tab is the place to see the complete list.
• With signals. How many of those documents triggered at least one entry in your Signals feed, meaning Verinode found something in that document worth acting on, an anomaly, a benchmark-worthy figure, a renewal date, and traced it back to this exact source.
• Pending. How many documents have not finished processing yet, meaning no processed date has landed on them. These clear on their own as extraction runs.
• Needs review. How many documents have no vendor, no carrier, no job, and no internal section attached to them at all, a broader, blunter measure of "still needs a home" than the review queue count above. This figure turns Hard Hat Yellow and the label turns the same color whenever it is above zero; at zero it renders in the normal text color.
• Avg completeness. The average extraction completeness across every document that has an extraction receipt, shown as a percentage. This answers "of the fields Verinode could plausibly pull from these documents, how many did it actually capture," not the AI's confidence in its own read. This tile is omitted entirely until at least one document has a receipt to average, there's no zero or dash shown in its place, the grid just has four tiles instead of five.

Recent uploads

Below the stats, a Recent uploads label introduces a flat list of up to 40 documents, most recent first. Each row shows:

• A small colored status dot: green for Processed, yellow for Pending, red for Failed.
• The document type, humanized (for example "Invoice," "Certificate," "Estimate"), never the raw underscored system value.
• A line of details separated by middle dots:

- The source the document is matched to: a vendor's name, the carrier's name (or "Carrier" if the name hasn't resolved), "Job" followed by the first 8 characters of the job reference, or "TPA" for a matched TPA document. Unmatched documents read "Unknown." - How long ago it was processed ("1 hour ago," "3 days ago," "2 weeks ago," "4 months ago"). - The signal count, if the document triggered any ("1 signal" or "N signals"), omitted entirely if it triggered none. - The completeness percentage, if the document has an extraction receipt ("84% complete"), omitted if it doesn't. - "Needs review" in yellow, appended if the document has no vendor, carrier, job, or internal section attached, the same unmatched condition the Needs review stat above counts.

There is no row expansion, edit form, or re-run-extraction control here, that level of detail (the full document table, search and filter, per-field editing, re-running a failed extraction) lives on web only. Tapping a row on mobile does not open anything further in this release.

Empty state. With no documents on file at all, the list is replaced by a centered line:

No documents yet. Forward your first invoice or estimate to start building your vault.

Manage on web

At the bottom of the page, a link reads "Open the full vault on web →", pointing to /data, with a line underneath:

The web view adds tracking rollups by entity, your saved lists, and the notifications archive.

This is the deliberate boundary of the mobile Vault: it gives you the headline health of your document pipeline and lets you clear the review queue from your phone, but the deeper surfaces, the entity-by-entity Tracking rollup (what Verinode knows about each vendor or job, field by field), the Lists tab (Playlist, Reading, Saved from the Feed), and the Notifications archive, only exist on the full web Vault today. See The Vault: your data section for what those tabs cover in detail.

Best-practice example

Say you forward a handful of vendor invoices by email between meetings. Open Business → Data on your phone: the copper review queue banner reads "2 documents waiting" because two of the invoices came from a vendor name Verinode hasn't seen before. You tap it, confirm one is an existing vendor under a slightly different name and let the other create a new vendor record, and the banner clears. Back on the Vault home, Total documents has climbed by the number you forwarded, Pending ticks down as extraction finishes, and the Recent uploads list fills in with green status dots and completeness percentages. Later, at your desk, you open the full web Vault to check the Tracking tab and confirm the new vendor's document trail is building correctly, exactly the deeper view the mobile page told you to expect.

Related reading

• The Vault: your data section
• The review queue: confirming uncertain documents
• Forwarding documents
• Connecting your data