Can I upload documents that I already have into the client's Doc Request?

Sometimes you may already have documents from your applicants that are included in your Document Request template. You can upload these documents into the Document Request to save the client repeating themselves and also so all the documents are in one place.

This is done via the Customer Centre

1. Open the Customer Centre in your Opportunity
2. Check the box to invite the applicant and the previously generated Doc Request
3. Send or resend the Invitation if Customer Centre is not already active.
4. Click Preview in Customer Centre
5. In the Customer Centre you can now upload any existing documents via the Document Upload section