Folder pages are clean and easy to navigate. File actions are easy to use with contextual help.
The challenge behind this "clean" look is the complex business & legal requirements for each type of document, such as tax & account statements, electronic signatures.
Upload needs to be intuitive and simple. User drag and drop to upload, and files are automatically starting to be uploaded and shared with advisors.
I created interaction design patterns (interactive tutorial, drag and drop, responsive data table, contextual action menu, table row content edit) that was tested for usability, and documented for reuse.