In this video, you’ll learn how to receive, download, and send a reply when you receive information from a client.
You can easily view and download the documents shared by your clients. On the CoorpID partner page, you will see a list of all the corporations you have access to. To view and download documents shared by your client, take the following steps:
- Click on “Clients” at the top left corner.
- You will then see a list of all the corporations that you have access to.
- Click on the corporation, then click on the entity you want to work with.
- You can click “open review” below the corporation’s name, or you can select the entity. Then click “expand all” on the top right of the “Entities & information” tab.
- Now you can see all the documents sent by the corporation previously.
- When you click the document that you want to review, a pop-up will appear.
- You can then preview the document.
- If you want to download the file, you can click “download evidence” on the top left of the pop-up page. The file will be downloaded as a zip file.
- When you close the pop-up, you will see that the status has changed from “for review” to “in review”.