Upload an onboarding document from the Dashboard

Upload supporting documents for an account onboarding from your Dashboard.

Prerequisites

Before you can upload a document, the collection status must be WaitingForDocument.

Steps

1. On your Dashboard, go to Data > Onboardings.
2. Open the onboarding for which you'd like to upload documents. The onboarding status must be Valid.
3. Open the Supporting documents tab.
4. Upload all required documents in the Supporting documents section, either by dropping your file or browsing.
5. If the button Upload another document is available, use it to upload more documents if needed.