Available Actions#
The Section: Onboarding Document Details section provides several actions for each document type.
Document Actions#
Action: Add Message - Allows you to add a message to the document.
Action: Upload New File - Allows you to upload a new file to the document.
Action: View Document - Allows you to view the uploaded document.
Action: Download Document - Allows you to locally download the document.
Action: Approve Uploaded Document - Allows the user to approve any documents that have been uploaded.
Actions by Tab#
See below for actions available in each tab.