Uploading documents

How to upload a buyer's photo ID or proof of address

A document can be uploaded from within the customer due diligence page, or within the transaction overview and applied to the specific client.

In the customer due diligence page click 'Upload file' then 'Choose file' and locate the file on your computer. Click open, then choose the document type from the list and click save. The document will now appear on the Customer due diligence page and also on the Transaction overview page.

The same process can be followed on the Transaction overview page, however the document will need to be assigned to the client. The document will now be visible in the transaction overview page and the Customer due diligence page.