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How to request a document from a customer
How to request a document from a customer
Ibukunoluwa Salau avatar
Written by Ibukunoluwa Salau
Updated over a week ago

In this article, I will be providing instructions on how to request a document via email from your customer. However, before you can do so, you must have first created a document placeholder. This document could be any kind of file, such as a passport data page, a bank statement, a flight ticket, etc.

  1. Log into your Direx dashboard.

  2. Select the ‘Customers’ tab on the side menu.

  3. Find the customer on your customer list, hover your mouse over their column, and click the 'request' button.

  4. A dialogue box will appear, prompting you to select the document you wish to request from the list of document placeholders you have created.

  5. Click the 'request document' and an email will be sent to your customer prompting them to upload the document.

This is a sample of what your customer will see when they click on the 'upload document' button in the email.

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