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How to view a document submitted by a customer
How to view a document submitted by 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 view and download a document that your customer has uploaded to their customer profile on your Direx dashboard. However, before you can do so, you must have first created the document and sent a document request to your customer. 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 'view document' button.

  4. A dialogue box will appear, allowing you to view the document that was submitted. There is also a download button right below the document.

NB: As of the time of writing this article, only jpg and png are accepted as documents.

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