Path: Navigate to Setups > Loan Related > Loan required documents

This section allows you to configure which documents are required for loans, specifically for automation with the API. This setup streamlines the decision-making process when using the API.

Your microlender can select the specific documents they wish to implement.

• Validity Period: Enter the number of months a document must have been uploaded within to be considered valid.
• Monthly Upload for Validation Period: If selected, this indicates that a separate document is required for each month within the validity period and must be uploaded accordingly.

Viewing File Uploads

You can view uploaded documents in the following locations:

• Client Administration > Client Search > Edit Client > Documents > Upload
• Client Administration > Client Search > Attached Documentation > Upload
• Client Administration > Client Search > Loans > Attached Documentation > Upload