Discover how to access and view all the documents collected within a customer record.To view all documents gathered in a customer record, follow these steps:
- Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
- In the customer record, ensure that you have selected the Data & Docs tab.
- Scroll below the Customer Details panel, then open the Documents panel to view all documents gathered in a customer record.
- Click on any of the documents listed to preview the document in the customer record.
Documents gathered in a customer record are sorted into three different categories:
- Generated Documents - These include the PDF document that was signed and linked to the application's data, along with the eSignature confirmation
- Supporting Documents - These include any documents that the customer was asked to provide and attached while completing the application
- Uploaded Documents - These include any documents that were uploaded into the customer record by the Under user
To download the documents gathered in a customer record, refer to the article linked below:
Here is a short video that provides a clear explanation of the process mentioned above: