After logging in to the platform, You can go to your requests in the top navigation and click on requests.
Select the request you want to view and accept the request.
These are the documents that your customer is looking for.
Perhaps you don’t have all (yet). In this case, it’s important to upload what you already have.
You can upload *.PDF, *.png, *.jpg. You have to convert *.doc and *.xls to *.PDF first.
When the mouse is over the title of the document, more information appears.
A Compliance clip is a shortened explanation of the subject, and if available, templates can also be downloaded here.
Press [ Save & Continue later ] if you have to stop with this task now.
Have you finished your task press [ Save & Close as finished ].
Your customer will now review the uploaded documents.
Most likely there will be some questions or requests for additional information.
For this, they will send you a new task that arrive in your e-mail inbox.