5. Upload your documents

Uploading the requested documents

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.

More information

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.

Underneath resources, you can find all resources, like templates related to the requested document.

Done uploading

Click [ Save & Continue later ] if you want to pause this task for now and continue later.

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.