Click to add document requirements
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Then a menu will unfold, that let’s you select which documents you want.
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The first menu you see open is document categories. Hover over a category to see the document options inside it.
Avallone allows you to configure exactly which documents you would like to collect from your counterparties.
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1. Click on the icon or the plus to add a new document requirement
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2. Choose as many documents from each category as needed from the menus. All documents you select at this stage will be required to upload for the counterparty. The first menu you see open is document categories. Hover over a category to see the document options inside it.
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Requesting document A or B
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The result of this is that you request Document A or Document B (or C, you can add as many options as needed) that you are happy with, and then the counterparty can upload which ever they prefer.
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Click
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on the topic of interest to view moreRelated topics:
Create a new Collector request
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