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, contracts, adjuster correspondence, whatever you have forwarded or connected in. On the web app it is a full working surface with tracking rollups, saved lists, and a notifications archive. On mobile, it is a read-only summary: the same headline stats, plus a scrollable list of your most recent uploads, so you can check what has come in and what still needs attention without waiting to sit down at a laptop.

Verinode does not decide what to do with a document. It reads what has been forwarded or connected, extracts what it can, and lays out the state of your vault so you can see what is processed, what is still pending, and what needs a human look. You decide what happens next, on mobile or on web.

Where to find it

On the mobile app, open Business from the bottom navigation, then tap Vault under the My Data group. The top bar reads "Vault" once you are on the page. From anywhere in the app, the camera icon in the top right of the top bar (labeled Add Data) opens the capture screen so you can forward a new document on the spot.

For the deeper tools, tap Open the full vault on web at the bottom of the mobile Vault page. That link opens Vault on the web app at iq.verinode.ai/data, listed under My Data in the sidebar alongside Connect and Forms.

The intro line

Under the top bar, every mobile Vault screen opens with the same line: "Every document Verinode has on file for you. Tap Add Data in the top bar to forward a new doc." It is a reminder of the two things this page is for: seeing what has already come in, and knowing how to add more.

Review queue banner

If you have documents waiting in the review queue, a copper-tinted banner appears above the headline stats. It reads Review queue in a small uppercase label, with the body line "N document(s) waiting" below it (singular "document" when there is exactly one). Tapping the banner opens the review queue at /m/business/data/review, where you resolve documents Verinode could not confidently link on its own.

This is a different count from the Needs review stat below it. The review queue counts documents sitting in the active intake queue, waiting on your attention before Verinode links them anywhere. The Needs review stat counts documents that have already gone through extraction but still have no vendor, carrier, job, or entity type attached. A document can show up in one, the other, or neither. Both are surfaced here so you can jump to whichever one needs working.

The banner itself only appears when there is at least one document waiting. No banner means the review queue is empty.

The headline stats

Below the intro line (and the review queue banner, if present), a two-column grid shows five numbers:

• Total documents. The count of documents Verinode has on file for your business. This reflects your most recent documents (up to 200), ordered by when they were received, so if your vault has grown well past that, the total here is a recent snapshot rather than a full lifetime count.
• With signals. How many of those documents have produced at least one intelligence signal, a finding Verinode's decision engine picked up from that document and fed into your Feed or a benchmark. A document with zero signals was still received and processed; it simply did not surface anything Verinode flagged as decision-worthy.
• Pending. Documents that have not finished parsing yet. A document counts as pending until Verinode records a parsed timestamp for it.
• Needs review. Documents with no vendor, carrier, job, or entity type attached, meaning Verinode extracted the document but could not confidently tell what it belongs to. This number shows in Hard Hat Yellow when it is above zero, as a nudge to go resolve it (on web, where the full tracking view lives, or via the review queue if the document is also sitting there).
• Avg completeness. The average extraction completeness across your documents, as a percentage. Completeness measures how much of what Verinode expected to find in a document type it was actually able to extract, not how accurate the extraction is. This stat only appears once at least one document has a completeness score; if none do yet, the tile is simply omitted rather than showing a zero or a dash.

Recent uploads

Below the stats, a Recent uploads heading introduces a list of your latest documents, most recent first. Each row shows:

• A status dot. Green means Processed (parsing finished cleanly). Yellow means Pending (still being parsed). Red means Failed (parsing hit a problem and no content was recovered).
• The document type, humanized from what was recorded, for example "Adjuster Estimate" or "Invoice" rather than the raw internal label.
• A source, showing where the document is tied to: the vendor name if it is linked to a vendor, the carrier name if it is linked to a carrier, a short job reference (Job plus the first few characters of the job ID) if it is linked to a job, "TPA" if it is a third-party-administrator document, or "Unknown" if Verinode has not yet linked it anywhere.
• A relative time, how long ago the document was parsed (or received, if it has not been parsed yet): "1 hour ago," "3 days ago," "2 weeks ago," and so on, rolling up to months for older documents.
• A signal count, shown only when the document produced at least one signal: "1 signal" or "N signals."
• A completeness percentage, shown only when Verinode recorded one for that document: "N% complete."
• A Needs review flag, shown in yellow only on documents with no vendor, carrier, job, or entity type attached, the same condition behind the Needs review stat above.

The list shows up to 40 of your most recent documents. Tapping a row does not open a document detail screen on mobile today, this is a read-only summary; open the web Vault for the full tracking view and drill-in.

Empty state

If you have no documents on file yet, the Recent uploads section is replaced with: "No documents yet. Forward your first invoice or estimate to start building your vault." The headline stats still render above it, all at zero, since the stats always show even when there is nothing to report yet.

1. 1Tap the camera icon (Add Data) in the top bar, or forward a document by email per Forwarding documents.
2. 2Come back to the Vault page a few minutes later. Total documents and Pending move first, before extraction finishes.
3. 3Once parsing completes, the document either settles into Processed with a completeness percentage, or lands in Needs review if Verinode could not tell what it belongs to.
4. 4If it needs review, open the web Vault to link it to the right vendor, client, or job, or work it from the review queue if it is sitting there too.

Manage on web

At the bottom of the mobile Vault page, Open the full vault on web links to /data. The line underneath explains what you get there: "The web view adds tracking rollups by entity, your saved lists, and the notifications archive." Concretely, the web Vault breaks activity down per vendor, client, and job (so you can see every document and every extracted field tied to one entity in one place), lets you save filtered views as lists, and keeps a full notifications history. None of that fits the mobile summary, which is why mobile stays intentionally narrow: check the numbers here, work the vault on web.

How the numbers connect elsewhere

Documents in your Vault are the raw material behind several other pages. The signals a document produces can feed a Decision in your Feed (see The Feed and Acting on decisions), and the invoices and financial documents you forward are what powers profitability reads on Understanding your margin. If you are connecting QuickBooks, Xero, or another source instead of forwarding documents by hand, see Connecting your data for how that ingest fills the vault automatically.

Data sources