Get collection or document information from the Dashboard

Review information about a supporting document collection or an individual document on your Dashboard, for a transaction or an account onboarding.

Transaction documents

Use the Dashboard to review information about a transaction document.

1. Go to Data > Transactions.
2. Open a transaction, then go to Supporting documents.
3. Review all available information about your documents.

Onboarding documents

Use the Dashboard to review information about an onboarding document.

1. Go to Data > Onboardings.
2. Open an onboarding, then go to Supporting documents.
3. Review all available information about your documents.
4. To copy a document ID, scroll horizontally to locate the ID, then click it to copy.

When documents are needed, Swan displays an alert box in the same Supporting documents tab.