Additional document

The Additional Documents feature in the Verify portal allows you to request extra documents from your clients through the Verify Mobile App. This functionality is integrated into both the application setup process and the settings area, enabling you to configure document requirements based on your business needs.

In the settings area, admins users can customise additional document requests to meet their business requirements. They can view the predefined list of additional document types or create and configure their own. Document types can also be edited as needed.

Manage additional documnets request

Customising "Additional Document" requests:

Adding a new "Additional Document":

• To create a new additional document request, click the "Add Additional Document" button.
• A pop-up screen will open, where you can:

  • Document Name: Specify the name of the document you need your clients to submit.

  • Document Type: Choose the required format (PDF, image, or both).

  • Description: Provide a clear description to help your clients understand the purpose of the document.

Editing existing "Additional Document":

You can easily edit the name, type, or description of any existing document by clicking the pencil icon next to it. This will allow you to update the information as needed.