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Folder Pages
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 Flow
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.
Interaction Design
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.