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      Supporting Documents

      The section for Supporting Documents allows you to add new Supporting Document Packages, as well as make modifications or deletions to existing ones.

      To add a new supporting document package, select the "+ Add Supporting Document Package" button in green.

      Complete the package details, including the Header (document type name), Entity Type (Natural Person or Legal Entity), and Document Description.

      After submitting, you will be directed to the Document Support Package interface, allowing you to add a document along with its description.

      1.  This area provides the ability to enter a custom Description of the additional Document Type being added.
      2.  Along with the rest of the customization, you can also restrict the file format to be the following: JPEG, PNG, PDF, or DOC.
      3.  Enabling the "Required to Proceed" toggle requires the user to upload a document in the portal to complete the identity verification flow.
      4. You can add a Document Templates for customers to download, fill-out and re-upload in the portals

      Selecting the Save button will enable the new Document Type to be available to be used for future Supporting Documents.