In short: Upload the document and enter its validity. If a document is missing, decline it with a reason or mark it as "Not applicable".
How it works
In the document request section, you can see all requested documents. Choose the matching case for each document:
Case | Procedure |
Document is available | "Upload document" (or "Review / upload") → upload file → enter "Validity start" and "Expiration date" → "Submit document" |
Your customer already has the document | "Review and confirm" → "Accept document" |
Document is not available | "Decline document" → enter "Reason for declining" → "Submit" |
Document does not apply to your company | "More options" → "Not applicable" → enter reason → "Confirm" |
Good to know
Required documents are marked with a red asterisk (*) ("This document is required"). You can also decline required documents with a reason.
If you have already uploaded the document in a previous Request, reuse it via "Use file".
For Article Requests, you upload requested documents per Article directly in the table: click "Upload files" in the document column of the respective Article.
Completed documents show their status, e.g. "Confirmed" or "File uploaded · Valid until …".
As soon as you have provided information for all required documents, you can submit the Request.