Responding to Upload Document Requests

1. Open the 'Tasks' dashboard and click on the 'Upload Documents' link in the 'Review Open Items' section.

2. It opens up the 'Document Requests' page. Locate the specific document request you need to respond to and click on it.

3. On the right side, a panel will appear. Click on 'Add New Document', attach the necessary document file, and then select the button 'Mark as Reviewed - Review Next' to indicate that you have reviewed this document request.

4. Once you have reviewed a document request, a green check mark will appear in front of it, indicating that you have completed the review process.

5. You can also delete bank statements using Delete Request if needed. The statement will also be deleted from the Bank Statement(module).

Note: You won't be able to delete a request if the bank statement is approved, verified, or reconciled. It will show the following errors:

• If the bank statement is approved, the error message is “Cannot delete request as the bank statement/CC is approved.”

  

• If the bank statement is verified, the error is: “Cannot delete request as the bank statement/CC is verified”.

  

• If the bank statement is reconciled, the error “Cannot delete request as the bank statement/CC is reconciled”