If you have the personal ID of one or more of the people with the client, you have the option of uploading this on behalf of the client. This also applies to company documents
Personal ID
If you want to upload the ID of one or more of the people at a client, you can do this in the following way when the client is created in Creditro:
1) Click on "Clients" in the left column.
2) Click on the desired client.
3) Select "people" from the menu
4) To the right of the desired person, click "edit". It is then possible to upload the ID for the person.
When you upload a person's ID at a client, it means that person does not have to do this in their creation. However, you must be aware that the client still has to fill in nationality, social security number and answer pep questions.
NB! There must be an e-mail associated with the person before it is possible to upload an ID for this person.
Company documents
If you want to upload company documents on behalf of a client - e.g. an owner's book - you can do this in the following way:
1) Click on "Clients" in the left column.
2) Click on the desired client.
3) Select "Documents" from the menu.
4) To the right of the document you want to upload, click on "Upload file", find the document in question and click on "Save" (see below).
