Understanding the Complexity of Legal Documents
To get a property on the market, the seller has to provide following documents:
There are also several states a document can be in:
To be created - a document that hasn’t been converted to a PDF yet
Created - PDF document
To be signed - requires the signature of one or more people involved in the sales
Comparables - Documents uploaded by the user
Restructuring the Information Architecture
The original design turned out to be very confusing for the user. The user had to remember which documents are required to get a property on the market and which ones are additional work. If they were looking for a specific document, they had to look into each tab to see if it was there.
The redesigned version shows all documents on one page in their current state. It also only shows the required documents, alleviating the need for the user to remember more fields. I added a colour system to the documents, red and orange for attention needed and green for completion. Blue was also added for manually uploaded documents.
This workflow demonstrates the different stages a document has to go through to before it can be marked as complete.