The Unsorted uploads tray

Documents that don't have a checklist home yet sit in the Unsorted uploads tray on the file page. They get there when a borrower uses the "Upload everything" box and the AI wasn't confident enough to auto-file (below ~80% certainty, it always defers to you).

For each document you can: - File it — the dropdown is preselected with the AI's best guess; one click attaches it. - New item from this… — creates a checklist item and attaches the document in one step. - Preview or Remove it. - Re-run AI check if it failed or you want a second pass.

The tray disappears when it's empty. Borrowers see these documents as "Received — being reviewed."