Manage Documents

Documents linked to the customer's account are displayed in the Documents tab. To add a new document, click the Insert button and fill in the following fields:

  • Account: Select the account the document is linked to.

  • Contract: Insert a contract to link to the customer's account or create a new record.

  • Document Type: Select the document type: Agreement, Contract, Application, External Report, Statement, Other Documents, BI/ CI, Passport, Residence permit, Credit Application, Income Statement, Contract, ANAF Consent, Credit Bureau, Terms and Conditions or Loan Agreement.

  • Entity ID: Enter the entity ID.

  • External ID: Enter the external ID name.

  • File: Add the document to the customer's account.

  • Document Name: Enter the name of the document.