The Vault on mobile

What the mobile Vault shows

The Vault is where every document Verinode has on file for your business lives: invoices, estimates, certificates, carrier correspondence, anything that has flowed in through forwarding, Connect, or a manual upload. On a phone, Verinode does not try to cram the full desktop Vault into a small screen. It gives you a single focused view: your headline stats at a glance, a scrollable list of what came in most recently, and a clear hand-off to the desktop when you need to dig deeper. Nothing here asks you to create, track, or manage anything by hand. Documents simply appear as they flow in, and the Vault reads them for you.

Where to find it

On mobile, open Vault from the bottom navigation. The top bar reads "Vault," and an Add Data button sits in the top bar for forwarding a new document straight from your phone. This is the mobile sibling of the Vault page on desktop (sidebar: My Data → Vault, at /data), read-only and narrowed to the essentials.

The page opens with a short line of instructional copy:

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

The review queue banner

If any documents are sitting in your review queue, a copper-tinted banner appears above the stats, labeled Review queue, reading "N document(s) waiting" with a chevron. Tapping it opens the review queue screen. This banner only appears when there is at least one document waiting; it disappears once the queue is clear.

This is a different count from the Needs review stat below it. The review queue holds documents where Verinode's initial extraction needs a quick human confirmation before it is fully trusted. Needs review (in the stats grid) counts documents that came in but were not automatically linked to a vendor, carrier, or job. A document can show up in one, the other, both, or neither.

The headline stats

Below the intro copy, a two-column grid shows up to five numbers, each with a plain-language label:

• Total documents. Every document on file for your operator account, most recent first.
• With signals. How many of those documents have produced at least one signal, a discrete data point Verinode's agents pulled out and fed into your findings, decisions, or benchmark contributions. A document with zero signals was captured but has not yet contributed anything actionable.
• Pending. Documents that have not finished processing yet. If a document has not been parsed, it counts here.
• Needs review. Documents with no vendor, carrier, or job link and no matched entity type at all, meaning Verinode could not confidently place them. This number renders in amber (Hard Hat Yellow) whenever it is above zero, so it stands out from the rest of the grid.
• Avg completeness. The average extraction completeness percentage across every document that reports one. This tile only appears when at least one document has a completeness score; if none do, the tile is simply omitted rather than showing a blank or a zero.

Recent uploads

Beneath the stats, a Recent uploads section lists your latest documents (up to 40), most recent first. Each row shows:

• A status dot. Green means Processed (extraction finished and the document was parsed). Yellow means Pending (still working through the pipeline). Red means Failed (extraction hit a failure and the document was never parsed).
• The document type, title-cased for readability (for example, an inbound invoice reads "Invoice," a certificate reads "Certificate Of Insurance").
• A source label: the vendor name when the document is linked to a vendor, the carrier name when it is linked to a carrier, a short job reference when it is linked to a job, "TPA" when it is tied to a third-party administrator, or "Unknown" when none of those apply yet.
• A relative timestamp: "1 hour ago," "3 days ago," "2 weeks ago," and so on, counting from whenever the document was parsed (or received, if it has not been parsed yet).
• A signal count, shown only when the document has produced at least one signal (for example, "2 signals").
• A completeness percentage, shown only when Verinode has one for that document (for example, "84% complete").
• A "Needs review" flag in amber, shown only on documents that still need an entity match.

Every one of these details is conditional: a clean, fully processed, fully linked document shows just the status dot, type, source, and timestamp, nothing else clutters the row.

Empty states

If you have no documents yet, the stats grid and Recent uploads list are replaced with a single centered line:

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

There is no separate empty state for "no recent uploads but some documents exist": if Total documents is above zero, Recent uploads will always have at least one row, since the two are built from the same underlying set.

How this differs from the desktop Vault

The desktop Vault at /data is built around a four-tab slider: Uploads, Tracking, Lists, and Notifications. Tracking rolls documents up by vendor, client, or job, so you can see how complete each entity's file is over time. Lists holds your saved Playlist, Reading list, and Bookmarked items from the Feed. Notifications is your full alert archive.

The mobile Vault deliberately does not attempt any of that. It shows you the headline stats and the recent-uploads feed, the two things worth a glance on a phone, and gets out of the way. At the bottom of the screen, a link reads:

Open the full vault on web →

followed by:

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

Tapping it takes you to /data on desktop. Think of the mobile Vault as your daily check-in (what came in, is anything stuck, does anything need my attention) and the desktop Vault as where you go to work an entity's full document history or manage your saved Feed items.

1. 1Open Vault from the bottom navigation on your phone.
2. 2Glance at the stats grid: Total documents, With signals, Pending, and Needs review tell you the health of your vault in four numbers.
3. 3If the Review queue banner is showing, tap it to confirm the documents waiting there.
4. 4Scroll Recent uploads to see what has come in lately, and watch for red (Failed) or amber (Needs review) rows.
5. 5When you need entity-level history, saved Feed items, or your notification archive, tap Open the full vault on web to continue on desktop.

Best-practice example

Say you check the Vault on your phone Monday morning and see Needs review: 3 in amber. You scroll Recent uploads and find two invoices from a vendor Verinode has not seen before (source label reads the raw vendor name, not "Unknown," because the name came through even though no vendor record matched it yet) and one carrier email with no address. None of these are broken, they are just waiting for a confirmed link. You forward the fix through Add Data or head to desktop to match them properly, and the next time you open the Vault, that number reads zero.

Related reading

• Forwarding documents
• Connecting your data
• How benchmarks work
• Understanding your margin