How do I add documents to Entities?

  2. Entities
  3. 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… 

Steps:
  1. Click the Entity menu option on the left. 
  2. Click the Docs tab on the top right navigation tab .
  3. Click , in the pop-up window, select the document.
  4. Click Save.
  5. If a document is required for compliance, it will be marked as
  6. To upload it, click , select the document, then click Save.

  7. Once the document is uploaded you’ll be returned to the main Docs page: the compliance and documents progress bar will be updated.
Entities
Compliance Document KYC
February 5, 2021