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: the Partner requests will also be shown as Tasks on your homepage)
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
The documents used to answer the Partner requests will be stored as ‘Partner requested information’ on the Relationship page. These documents can also be added to your general set of entity documents. This allows you to share the documents easily with other partners as well.
Select the small icon on the right side of the document to add the document to your entity documents.