Customer Docs

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Left-hand sidebar

Upload

• This allows you to upload documents from your computer for this customer

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Download X number of documents

• If you click on specific documents, you can choose to download just those documents

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Download All

• If no document is checked you can download all documents

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Generated Documents

• These are documents Under generates for you
• This would include the signed PDF and electronic signature certificate

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Supporting Documents

• These are documents that have been requested on the Template and provided by the customer
• Examples would be a voided check, picture of a driver’s license, and bank statements

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Uploaded Documents

• These are documents users upload manually for this customer

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PDF Dropdown Menu

• This menu allows you to view any available PDF

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3 Ellipses at the top right

• Download
• Print

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