On the Relationship page of your Entity & Partner you will see so-called ‘Partner requests’: Information and documents that were requested by the partner.
(Note: Partner requests will also be shown as Tasks on your homepage dashboard. Tasks on the dashboard are bundled per entity)
You can answer these ‘Partner requests’ in three different ways:
- Answer via a text message
- Upload a new document
- Link the request to a document you have already uploaded to CoorpID for this specific entity