How do I add documents to Relationships?
Documents are required for the compliance and background validation for Contacts, Relationships, and Entities. They could be passports, IDs, background checks, or water bills, etc… Steps: Click the Relationships menu option on the left. Click the Docs tab on the top right navigation tab . Click , in the pop-up window, select the document. Click Save. If a…
How do I add documents to Contacts?
Documents are required for the compliance and background validation for Contacts, Relationships, and Entities. They could be passports, IDs, background checks, or water bills, etc… Steps: Click the Contacts menu option on the left. Click the Docs tab on the top right navigation tab . Click , in the pop-up window, select the document. Click Save. If a…
How do I add documents to Entities?
Documents are required for the compliance and background validation for Contacts, Relationships, and Entities. They could be passports, IDs, background checks, or water bills, etc…