You can send an email to your customer to request them to upload documents from within the Dashboard as follows:-
- Login and click on the Individuals tab.
- Scroll down to the Send Verification Request panel.
- Enter the recipient's email address.
- The recipient's name is only required if the email generated by the system was written to address the customer by name. (i.e. 'Hello Susan,)
- Enter the customer reference (can be an application ID or a user ID from your system). This is the identifier your team can designate and use to connect a verification to the rest of the documents pertinent to the customer. This can be the email address, name, address or a customer number, whatever works best for your team.
- Remember to click "Send".