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Officer documents are reused and shared with third parties in KYC packages.


1. Go to the officer of interest

2. Click on the Documents tab

3. Click on Upload documents

4. Drag + Drop or Select the document from your file system

5. Add a Document type (mandatory)

6. Fill in remaining fields (optional) - expiry date will send uploader email reminder a few days before document expires

7. Click on Save


Related topics:

Archive officer documents


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