Adding document requirements to a Collector request

Avallone allows you to configure the specific documents you wish to collect from your counterparties.

1. When creating a request, click the + button next to the Documents field

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Choose the document type you need. Hover over to view the available document options within it. All selected documents will be required for upload by the counterparty. Alternatively, you can select the required document, type ‘OR,’ and then choose another document. This ensures that either one of the documents will be sufficient.

You can request multiple documents at the same time.

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Related topics:

Create a new Collector request

Need more help?

Contact us on support@avallone.io and we will get in contact with you as fast as possible.