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