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2

Document Management

6 test cases · 35 verification points
UAT-2.1

Document Upload

Critical
Precondition: User is logged in

Steps

  1. From the dashboard, click the upload button
  2. Select a PDF file (under 50MB)
  3. Wait for upload to complete

Verify (9 checks)

  • Upload button is clearly visible on dashboard
  • File picker opens and accepts PDF files
  • Upload progress indicator is shown
  • After upload, document appears in the dashboard list
  • Document shows correct title (filename)
  • Document shows file size
  • Document shows upload date
  • AI summary is generated automatically (may take a few seconds)
  • Uploading a non-PDF file shows an appropriate error or is handled gracefully
ScoreTesterDateNotes
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UAT-2.2

Document List & Dashboard

Critical
Precondition: User has at least 2 uploaded documents

Steps

  1. Navigate to the dashboard
  2. Review the document list

Verify (6 checks)

  • All uploaded documents are listed
  • Each document shows: title, file size, upload date, view count
  • Document classification label is displayed (if set)
  • Action buttons are visible on hover: View, Share, Delete
  • Dashboard loads within 3 seconds
  • Empty state message shown when no documents exist
ScoreTesterDateNotes
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UAT-2.3

Document Deletion

High
Precondition: User has at least 1 document

Steps

  1. On the dashboard, click the delete button on a document
  2. Confirm or cancel the deletion

Verify (5 checks)

  • Confirmation dialog appears before deletion
  • Cancelling keeps the document intact
  • Confirming removes the document from the list
  • Associated share links are also removed
  • Document cannot be accessed via share links after deletion
ScoreTesterDateNotes
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UAT-2.4

Bulk Document Actions

Medium
Precondition: User has 3+ documents

Steps

  1. Select multiple documents using checkboxes
  2. Use the bulk action bar

Verify (5 checks)

  • Checkboxes appear on each document row
  • Selecting documents shows the bulk action bar
  • Bulk action bar shows the count of selected items
  • Bulk delete works for multiple documents
  • Deselecting all hides the bulk action bar
ScoreTesterDateNotes
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UAT-2.5

Document Classification

Medium
Precondition: User has at least 1 document

Steps

  1. Open a document's settings or details
  2. Set a classification level

Verify (4 checks)

  • Classification options include: Unclassified, Confidential, Secret, Top Secret, Need to Know, Restricted, FOUO
  • Selected classification is saved
  • Classification label appears on the document in the dashboard
  • Classification appears as a watermark on the document viewer (if watermarking is enabled)
ScoreTesterDateNotes
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UAT-2.6

Document Versioning

High
Precondition: User has an existing document

Steps

  1. Upload a new version of an existing document
  2. View the version history

Verify (6 checks)

  • New version upload option is available
  • Version number increments correctly (v1 -> v2)
  • Version history panel shows all versions with dates
  • Each version shows: version number, filename, file size, upload date, change note
  • Can restore a previous version
  • Current version badge displayed in viewer toolbar
ScoreTesterDateNotes
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