Documents
Document requests
Document applications: each request, the list of documents the customer must send and each one's status. Customers upload through a secure link.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
When a customer's job needs documents (visa, registration, translation…).
Step by step
- 1
Click New application and choose the checklist; the secure link is sent in the chat.
- 2
Open an application to see what has arrived and what's missing; move it on with Change status.
- 3
Hand over the result (visa, translation…) encrypted with Deliver a file.
Common mistakes
- When the job is done, remove the files with Delete all files; keeping documents longer than needed is a risk.