Depending upon the compliance requirements of your clients, you may be requested to upload compliance documents like insurance certificates in order to submit your onboarding.
The documents you are asked to provide are a result of the services you indicated you provide combined with the responses you provided to any questionnaires during onboarding. If you are unable to provide any of the required compliance documents, please review your Services selected and Questionnaire responses.
If you have these documents handy, you can add them during the onboarding process. If not, you can return to the onboarding pages later and upload them before submitting your application to a client.
To add a new compliance document:
If you can see Add Now buttons below the application stepper, beside specific requested documents - clicking it will automatically choose the required document type for you in the next screen. However, if you prefer, you can still upload new documents using the Add New Document button.
- In cases where the data from the uploaded document is unable to be extracted, you will be able to complete manually. To learn more about how it works, please read our page about our AI-Powered Compliance Documents Recognition tool
For a detailed understanding of compliance documents, refer to Introducing compliance documents.