I want to request documents from my client

Updated on January 14, 2022

On the relationship page of the corporate and the bank, there is a functionality to request information or documents from the corporate. To use this functionality, the following steps can be taken:

  1. Select ’Request information’ functionality
  2. Select document type, add a comment and if required upload a sample document. (This can serve as an example for the client, but also templates can be uploaded here.)​
  3. Once the request is created, it will automatically be placed under ‘Requested information’ on the relationship page. It has not been sent to the customer yet. You still can view and edit the request before sending it to the corporation. ​
  4. To send the document, you must select the document and then click on the ‘Send requests for information’ button.