Custom "Files Screen"
As an alternative to capturing everything through data collection in Clarity, better document management features could help meet customers' needs.
A “Files Screen” for each uploaded document with meta-data and/or custom fields so there could be more robust reporting on collected documents could be really helpful with case management.
For example, when a client's drivers license has been scanned and uploaded, there could be a custom "DL Expiration" field associated with that upload.
Since a valid DL is almost always required in order to sign a lease or to obtain employment. we could be on the lookout for expiring DL's through a report on that custom "DL Expiration" field. We could then provide renewal assistance well in advance of expiration, reducing a potential barrier to housing or employment.