Customer Management
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      1. Compliance Publishing Support
      2. Affiliate Operations Portal
      3. Customer Management

      How to add documents related to a customer.

      NEW OPTIONS HAVE BEEN ADDED TO STORE CUSTOMER DOCUMENTS INTENDED FOR: ▪ Affiliate Use ▪ Customer Use

      Customer Upload 1

      Affiliate Documents:

      ▪ Affiliate can upload a customer document, in .pdf format, intended for viewing by the affiliate
      ▪ This function is useful for storing copies of contracts and other agreements for each customer
      Customer Upload 2

      Affiliate Documents:

      ▪ Uploaded documents are listed and available to the affiliate
      ▪ Visible in Partner Administration
      Customer Upload 3

      Customer Documents:

      ▪ Affiliate can upload a customer document, in .pdf format, intended for viewing by the customer
      Customer Upload 4

      Customer Use:

      ▪ Uploaded documents are listed and available to the customer
      ▪ Visible in Customer Compliance Portal. in MyDocs tab