Type describes the document category or folder classification. Related service identifies an associated service workflow. A file can therefore have a meaningful type while its related service is General.
Open Details and history to inspect both fields. Do not assume that choosing Financial records or Legal and formation during a general upload assigns the file to every relevant accounting or formation workflow.
If the team asked for the document through a request, use that request’s upload action so the association is preserved. If a received file has the wrong association, tell the team which record needs correction rather than uploading copies under several categories.
The Related service filter uses the recorded service value. Clear it if you cannot find a file you know was uploaded, then inspect the actual record. A service label is not a statement that the service is active, that a filing was accepted, or that the file was approved. Use the service workflow and document status separately when checking the progress of work.
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