Option 1: Under each section where documents are to be uploaded by an applicant, you can view the documents that were uploaded at the point of application and their status.

Under the appropriate Tab, click on Documents List. For example, under the Business Owners section under Documents List, Copy of Driver's License has not been uploaded and is shown in Red and the "1" indicates that one document has not been uploaded by the applicant in this section.
​

In the Example below, under Accounts Receivable > Documents List, the 4 documents requested by the lender have been uploaded by the applicant.

Option 2: If your account is enabled with our "Document Checklist" feature you can navigate to the Tab and see a full list of all documents by category. Click on Document Checklist and a list will be displayed of all documents. Upload the individual documents under the applicable category. If your account does not have this tab, you can contact support and request to have it added (additional fees may apply).

Option 3: If your account is enabled with a special Tab called "Required Documents" you can navigate to the Tab and see a full list of all documents. Click on Required Documents and a list will be displayed of all documents. Upload the individual documents. If your account does not have this tab, you can contact support and request to have it added.

Option 4: From the Clients Tab, all uploaded documents can be seen in list form.
​