Navigation: Client Administration > Search for an Existing Client > Highlight the Client > Edit Client > Documents

This guide explains how to use the "Documents" screen, which serves as a central repository for uploading and viewing all supporting documentation for a client.

Video Tutorial

• For a visual guide on how to upload supporting documents on a client, watch the video link - https://www.youtube.com/watch?v=LM7CBbhMTSo

Before You Begin: Prerequisites

• User Permissions: To access this screen, your user profile must be assigned the correct roles by a System Administrator.
  • To view documents, you need the Client : Client Documents View role.
  • To upload or manage documents, you need the Client : Client Documents Edit role.

Overview of the Documents Screen

This screen is organized into categories, allowing you to upload and manage different types of essential client documents. The available categories are:

• ID Document
• Payslip
• Proof of Bank Account
• Proof of Address
• Combined Document

How to Upload a Document

1. Identify the category for the document you wish to upload.
2. Click the corresponding upload button (e.g., Upload ID Document).
3. A file browser window will open. Navigate to and select the correct document from your computer.
4. Click the Save button at the bottom of the screen to complete the upload.

Viewing and Downloading Existing Documents

Once a document has been uploaded, it will appear in a list under its specific category. This list provides the following information:

Action Buttons

• Save: After selecting a file to upload, click this button to save it to the client's profile.
• Cancel: Discards any pending action, such as an upload you haven't saved yet.
• Close: Exits the Documents screen and returns you to the main client profile.