When creating new processes within the Code Contract platform, you can decide which documents are required to move to the next phase and which are optional, maintaining control without losing flexibility.
In addition, it is possible to allow the upload of one or multiple documents within the same phase, with no operational or functional limitations.
Why is this configuration useful?
💡 This functionality is especially useful when:
- ✅ Some documents are critical to validate a phase (certificates, contracts, reports, etc.).
- 📄 Other documents are informational or complementary.
- 🧩 You want to reuse the same process for different clients or projects.
- 📤 You need to allow multiple documents in a single phase without blocking process progression.
With this approach, each process adapts to different scenarios while maintaining traceability, document control, and operational consistency.
🪄 Steps to configure required and optional documents in a process (Trackline)
1. 📂 Access the Processes section
From the platform, go to the Processes area.
2. 🧱 Create or duplicate a process
Select an existing process, click on the three dots, choose Duplicate process, then open Edit process, or
Click New process to start from scratch.
3. 📨 Edit or add requests
Locate the request you want to configure or add a new one:
- Documents only
- Data only
- Documents and data
4. ⚙️ Configure each request
In the Additional configuration section of the request:
- ✔️ Enable Required if the document is necessary to proceed.
- ⛔ Disable it if the document is optional.
5. 💾 Save or finalize the process
Click Save to keep the process as a draft.
Click Finalize if you want the process to be immediately active.
💡 Practical tip
Configuring required and optional documents allows you to:
- Maintain process control
- Offer flexibility to users
- Improve the user experience
- Avoid unnecessary operational bottlenecks
👉 You can require only one key document and allow additional documents to be attached without friction.