Upload Documents
Mobile users can now upload both extra documents and additional documents through the Verify Mobile app. These documents will be accessible to Portal users and they can easily view and download these extra documents and additional documents along with other uploaded documents by mobile users directly and can track the number of documents uploaded by them.
1. View Uploaded Documents on the Portal
To view uploaded documents in Verify, follow these steps:
Go to the application cards and click on the specific individual card.
On the left-hand side of the screen, navigate to the "Progress" section where you will find information about the number of documents uploaded by the individual.
Click on "View Documents" to access the uploaded documents. You can download the documents directly from there.
No electronic checks are performed on these documents, but this flexibility enables you to gather comprehensive information quickly. This enhances your ability to effectively verify customer details by requesting a broader range of additional documents from them
2. Uploading Documents in the Verify Mobile App
Mobile users can access the "Documents" section by clicking on the Docs tab in the app. Here, they can view the list of requested additional documents and Proof of Address documents that you have asked them to provide. They also have the option to upload Extra Documents if they wish to submit additional information.
Click for more details on Proof of Address and Additional Documents
Upload Extra Document
These are documents voluntarily uploaded by the mobile user without being specifically requested by you.
Users have the flexibility to upload these documents even after completing their verification journey.
This feature helps when additional details are needed, enabling seamless collaboration between you and the user without back-and-forth communication.
If, during your review, you require more information, you can request the user to upload extra documents directly through the app.
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