Help Manual: Activate Client Onboarding Documents

Created by Srikanth U S, Modified on Wed, 1 Apr at 4:19 PM by Srikanth U S

Step-by-Step Procedure

Step 1: Navigate to Client

Go to the Client Module
Search for and open the required client

Step 2: Open Onboarding Expected Documents

Inside the client profile, navigate to Settings
Click on Onboarding Expected Documents

Step 3: Activate the Document

Identify the document you want to activate
Click on the Edit button against the respective document
Enable/Activate the document (toggle or checkbox as applicable)
Save the changes