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Audience:

Operators

Request a collection review from the Dashboard

Ask Swan to review a supporting document collection from your Dashboard.

Prerequisites

The collection must have the status WaitingForDocument, and there must be at least one document in the collection with the status Uploaded.

Steps

  1. On your Dashboard, go to Data > Onboardings.
  2. Open the onboarding for which you'd like to request a collection review.
  3. Open the Supporting documents tab.
  4. Click Request document review to begin the review process.
  5. A confirmation modal appears. Click Confirm to finalize your request.
No updates while pending review

As soon as you click Confirm, you can no longer upload additional documents or change uploaded documents until the review is complete.